Bane O'Leary Wealth Management

Bane O'Leary Wealth Management Bane O'Leary The partners of BANE O’LEARY have more than 29 years of industry experience.

As wealth managers and financial advisors, we strive to be at the forefront of innovative retirement planning. We educate and advise clients to make more informed and intelligent investment decisions. By listening to their values, goals, dreams and desires we are able to craft a personal roadmap to help clients achieve th
e retirement lifestyle they want. We work exclusively with retirees and pre-

retirees who have investable assets of greater than $250,000 and know that there is more to life than money. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing over-all risk. Our comprehensive approach provides a customized financial strategy for our clients, allowing them to enjoy their retirement years with confidence and peace of mind. We are committed to maintaining the highest standards of in-tegrity and professionalism in our client relationships.

Address

7400 Metro Blvd, Ste 424
Minneapolis, MN
55439

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(952) 236-4213

Website

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