About Us

How We Are Different

Concierge Service

Our approach as a financial concierge involves offering a vast array of services that go beyond investment management. There might have been situations in your life where you felt compelled to make difficult financial choices and felt cornered. At MN Wealth, we aim to provide practical and cost-effective solutions during such times to make your journey less demanding and more stress-free.


Our Team

Tony Moeller

Tony Moeller

Partner | Senior Advisor | Chief Compliance Officer
Matt Ahrens

Matt Ahrens

Partner | Chief Investment Officer
Jill Green

Jill Green

Business Strategist

Michelle Lucero

Client Service Specialist

Join Our Team

MN Wealth offers a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.


Unlock the path to financial prosperity and peace of mind—schedule a consultation with our wealth management experts now.