About Us

Shorewood Wealth serves two distinct groups of clients. Business owners and plan sponsors who need a serious retirement plan partner, and individuals who have built meaningful wealth and want experienced guidance behind it.

Built Around the 401(k)

Most advisory firms treat retirement plans as one offering among many. Very few actually specialize in 401(k). Which is why from day one we built our practice around them. Over the years we've helped more than 1,500 companies design, evaluate, and strengthen their retirement plans. Firms that do not specialize in 401(k) can not provide you with the expertise you need. Shorewood Wealth Advisors, on the other hand, has the savoir faire necessary to help you take your plan from good to great.

Across Industries. Across the Country.
Our clients include local small businesses, regional organizations, national companies, private equity firms, and closely held businesses across a wide range of industries. What they share isn't a size or a sector. It's that the people running them take their obligations seriously and want an advisor who does the same.

For the Individual Investor
Significant wealth deserves more than a standard portfolio review. For our individual and family clients, we bring the same discipline we apply to institutional work, helping them think clearly about long-term investment strategy, risk, and the financial decisions that compound over time.

Our Home Base
We're located in Minnetonka, Minnesota, with a client base that stretches well beyond Minnesota. Working with local businesses, regional firms, and national organizations has given us a perspective that a purely local practice rarely develops. We understand how retirement plan needs shift at different scales, and we bring that range of experience to every engagement regardless of where our clients operate.