APPROACH
We help individuals, families, and institutions manage their finances with clarity and confidence through comprehensive wealth management, including retirement, estate, tax, and philanthropic planning. Our focus is aligning your wealth with your life. Whether retiring, selling a business, or giving back, we create personalized plans that reflect your values and goals. We collaborate—both as a team and with your other advisors—to simplify complexity, uncover opportunities, and turn your goals into a clear plan, so you can focus on what matters most.
The Parr McKnight Difference
We bring our collective education and experience to each client relationship. We direct our energy, passion and expertise to the process of helping our clients succeed personally and financially.
With any client, we take the time to truly understand what matters to you. The approach we take in servicing new clients consists of three meetings before plugging into our client experience. These are outlined below with each box representing a different meeting with you.
CLARITY
getting to know each other
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About you
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About us
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Identify how or if we can help
GATHER & ORGANIZE
Gather your essential data, securely organize it, create reports, develop tailored scenarios, analyze plans, and pinpoint strategies and concerns.
Initial Consultation
CONFIDENCE
Planning CONversation
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Review initial plan
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Discuss relevant strategies to implement for tax control, income generation, estate, etc.
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Share insights from investment analysis
REVIEW & REFINE
Refine a draft of your plan, further tailoring it to fit your goals and develop recommendations.
Planning Consultation
Final Consultation
share recommendations
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Review comprehensive plan
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Present investment recommendations
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Next actions & establish regular meetings customized to client needs
CLIENT WELCOME EXPERIENCE
Open your accounts, transfer assets, explore online tools, implement strategies, and schedule a 45-day personalized follow-up check-in.
STRUCTURE
ADDITIONAL TOPICS: Education • Executive Compensation • Cyber Security • Philanthropy
Q4
Q3
Q2
Q1
Planning
Investment
Estate Planning
Tax Strategy
SAMPLE TOPICS
Our process starts with listening—really listening. We take the time to understand your current situation, your goals, and what's most important to you.
We create personalized plans using smart tools like our interactive dashboard and secure portal, with regular check-ins to ensure your strategy evolves with your life and values.
Our proactive, holistic approach covers investments, taxes, estate planning, and philanthropy—so nothing is missed and you’re always confident about your next step.
How We Serve Our Clients
Financial Planning
& Tax Control
Implement eMoney Plan: Goal Analysis
Develop personal financial statements
Identify key cash flows/ balance sheet optimization
Education Funding and Planning
Lifetime Tax Minimization Strategies and Tax Return Review
Listen, Understand,
Clarify & Organize
Understand Family Goals, Values, and Dynamics
Gather critical information securely
Identify and Triage Financial and Life Priorities
Organize your financial life
Digital financial dashboard
Personalized
Investment Strategies
Liquidity, Income, Growth, Tax Advantaged
Indexed and Managed Individual Equity Strategies
Customized Tax Free Bond Portfolios
Income Generation Strategies
Alternative Investments
Wealth Transfer
and Legacy
Planning
Complimentary Estate Document Review
Estate and Wealth Transfer Strategies
Intentional Lifetime Giving Plan
Philanthropic Giving: Mission Statement and Strategies
Trust Services via Affiliates/ Trust Policy Statements
Liquidity, Income, and
Cash Flow Planning
Banking/ Lending Services Through Affiliates
Forecast and Develop Spending Plan
Securities Based Lending
Cash Management & Optimization
Cash and Cash Flow Management
Comprehensive
Family
Wellness
Next Gen Counseling and Planning
Intergenerational Family Meetings
Trusted Advisor Collaborative Meetings
Wellness Optimization/
Work Life Balance
Professional Introductions
Personal CFO Offering
Asset Protection
Planning
Insurance Needs Analysis IOU
Insurance Policy Review
Strategically placed
Insurance Solutions
Long Term Care Solutions
Key Person Insurance Planning
Listen, Understand,
Clarify & Organize
Understand Family Goals, Values, and Dynamics
Gather critical information securely
Identify and Triage Financial and Life Priorities
Organize your financial life
Digital financial dashboard
Financial Planning
& Tax Control
Implement eMoney Plan: Goal Analysis
Develop personal financial statements
Identify key cash flows/ balance sheet optimization
Education Funding and Planning
Lifetime Tax Minimization Strategies and Tax Return Review
Personalized
Investment Strategies
Liquidity, Income, Growth, Tax Advantaged
Indexed and Managed Individual Equity Strategies
Customized Tax Free Bond Portfolios
Income Generation Strategies
Alternative Investments
Wealth Transfer and
Legacy Planning
Complimentary Estate Document Review
Estate and Wealth Transfer Strategies
Intentional Lifetime Giving Plan
Philanthropic Giving: Mission Statement and Strategies
Trust Services via Affiliates/ Trust Policy Statements
Liquidity, Income, and
Cash Flow Planning
Banking/ Lending Services Through Affiliates
Forecast and Develop Spending Plan
Securities Based Lending
Cash Management & Optimization
Cash and Cash Flow Management
Asset Protection
Planning
Insurance Needs Analysis IOU
Insurance Policy Review
Strategically placed
Insurance Solutions
Long Term Care Solutions
Key Person Insurance Planning
Comprehensive
Family Wellness
Next Gen Counseling and Planning
Intergenerational Family Meetings
Trusted Advisor Collaborative Meetings
Wellness Optimization/
Work Life Balance
Professional Introductions
Personal CFO Offering
The 4 C's: The Value You Receive
COMPETENCE
COACHING
continuity
convenience
Personalized financial planning
Holistic asset integration
Investment selection and monitoring
Asset allocation and rebalancing
Risk management
Generating income strategies
Tax/estate considerations
Focused proficiency
Time savings
Personalized service
Coordinate trusted professionals
Holistic wealth view
Vendor selection and monitoring
Secure technology
Financial education
Saving and spending
Adherence to plan and goals
Setting realistic expectations
Emotions, biases, and stress
Maximize well-being
Trusted second opinion
LIfe/business transitions
Spousal involvement
Joint financial goals
Engagement of children and legacy planning
Family values
Multigenerational planning
Donations and philanthropy
What Genuine Care Looks Like
We rise by helping others.
"
"
— Robert Ingersoll
FULFILLMENT
PEACE OF MIND
ACHIEVING GOALS
MANAGING THE MONEY
Cash flow
Debt
Taxes
Income generation
Insurance
Security selection
Asset allocation
Money manager selection
Leaving a legacy
Attain life's
purpose
Freedom from
worry
More discretionary time
Taking care of loved ones
Organized and in control
Retirement
Estate
Charity
Health Care
Insurance
MANAGING THE MONEY
ACHIEVING GOALS
PEACE OF MIND
FULFILLMENT
Money manager selection
Cash flow
Debt
Taxes
Income generation
Insurance
Security selection
Asset allocation
Insurance
Health Care
Charity
Estate
Retirement
Taking care of loved ones
Organized and in control
More discretionary time
Freedom from
worry
Accomplishing life's purpose
Leaving a legacy
What Genuine Care Looks Like
We rise by helping others.
"
"
— Robert Ingersoll
Contact Information
(612) 324- 0240
333 South 7th Street, Suite 2370
Minneapolis, MN 55402
Parr McKnight Wealth Management Group, LLC (“PMWMG”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of PMWMG by the SEC nor does it indicate that PMWMG has attained a particular level of skill or ability.
This website www.parrmcknightwmg.com is owned and operated by Parr McKnight Wealth Management Group, LLC. PMWMG offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.
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