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Financial Plan

See your full financial picture and track your progress.

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    Through the eMoney Financial Planning Dashboard you can...

    • Link outside accounts for a comprehensive view of net worth

    • Access your secure vault for document storage

    • Monitor retirement projections and planning tools

Account Access

Access statements, tax documents, and manage delivery preferences.

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    Through the Wells Fargo Account Access Portal you can...

    • View real-time account balances and positions 

    • Download tax forms and statements 

    • Update document delivery preferences

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Investment Portal

Analyze portfolio performance and generate custom reports. 

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    Through the Orion Investment portal you can...

    • View detailed performance reports by account and asset class

    • Access allocation breakdowns and historical data

    • Download quarterly reports and investment commentary

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Charitable Giving

Manage charitable contributions, streamline giving, and amplify your impact.

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    Through the Charityvest Charitable Giving portal you can...

    • Recommend grants to your favorite nonprofits at any time 

    • Track donation history and access real-time contribution reports 

    • Organize your giving strategy with tools designed to maximize your philanthropic goals

If you encounter any issues accessing or getting set up with any of the above platforms, please don’t hesitate to call us at 612-324-0240 during business hours. If we’re unavailable, kindly leave a voicemail, and a team member will promptly reach out to assist you.

Start Building Your Legacy Today

Discover how our advisors tailor strategies to protect and grow your wealth for generations.
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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.

PMWMG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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