Minneapolis, MN
Aaron Peloquin
Hello there! 👋🏼 I’m Aaron, a CERTIFIED FINANCIAL PLANNER™ and CPA with more than 20 years of experience in the financial services industry - including over 8 years as a Wealth Advisor. I specialize in helping clients plan for financial independence through comprehensive, tax-efficient wealth strategies built around their unique values, goals, and life mission. My past experience as a consultant and risk management professional provided the foundation for the advisor that I am today. Those opportunities provided me with a broad perspective of the financial industry and helped to develop the skills necessary to analyze and assess my clients' financial goals and their needs as they seek financial independence.
I knew this was the right path for me. Making the transition was one of the best decisions I’ve made. I now have the privilege of guiding clients toward their goals and dreams, and nothing is more rewarding than seeing the positive impact of a well-crafted financial plan.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS
Investment Management
Personalized wealth management is aimed to help our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
PRESERVATION OF YOUR LEGACY
Estate and Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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Aaron
Aaron specializes in helping clients plan for financial independence through comprehensive, tax-efficient wealth strategies built around each client’s unique values, goals, and life mission. Aaron works with his clients to build a personalized wealth plan, by developing a trusting relationship through actively listening and understanding each client’s goals, investing experiences, and risks and fears. With over 25 years of experience in the financial services industry, Aaron understands the complexities involved in helping clients navigate their financial goals including investments, taxes, risk management, and giving and legacy strategies.
Prior to becoming a financial advisor, Aaron worked as a consultant with a leading global CPA and consulting firm, helping financial services companies improve operations and compliance risk management. He later led operational risk teams at local firms and a Minneapolis hedge fund, deepening his interest in investing and the markets. This experience built the foundation for his advisory work, giving him a broad industry perspective and the ability to assess clients’ goals as they pursue financial independence. Today, Aaron's team serves employees with stock compensation at private and public companies, as well as consultants and business owners. They also guide individuals nearing or in retirement, with expertise in stock compensation planning, tax mitigation, retirement planning, and investment management.
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How did you become a financial advisor?
My journey to becoming a financial advisor started with a conversation that changed my perspective. While working in corporate risk management, a close friend, who was also my financial advisor, noticed that I wasn’t truly fulfilled in my career. He pointed out that with my CPA background and passion for helping people, I had the skills to make a real impact as a financial advisor. At first, I brushed it off, but as more friends and colleagues echoed the same sentiment, I started to seriously explore the profession.
As I learned more, met with advisors, and saw firsthand how I could help families build a secure financial future, I knew this was the right path for me. Making the transition was one of the best decisions I’ve made. I now have the privilege of guiding clients toward their goals and dreams, and nothing is more rewarding than seeing the positive impact of a well-crafted wealth plan.
What types of clients do you work with?
I specialize in working with high-earning and high-net-worth clients interested in growing their wealth for their retirement, and their families with a comprehensive wealth plan. Having held leadership positions in corporate America, I enjoy working with business owners, senior management and executives to navigate the tax complexities that come with high income, RSUs, ISOs, and deferred compensation plans.
What areas of expertise do you have?
My expertise lies in developing comprehensive wealth plans with a strong emphasis on tax efficiency, Social Security strategies, and estate planning. As a CPA, I leverage my background to help clients structure their finances in a way that minimizes tax burdens and maximizes long-term wealth preservation.
What kinds of strategies do you help clients with?
I help clients navigate and understand the complexities of the tax code and work alongside their estate attorney(s) to create the estate plans that match their wishes while being as tax efficient as possible. My focus is on ensuring that their legacy is preserved. This may include using trust structures to remove assets from their estate prior to reaching Federal and/or State estate tax limits. By proactively planning, I can help my clients protect their wealth for future generations, while staying aligned with their long-term goals.
What is your favorite part of working with clients?
My favorite part of working with clients is getting to know them and building trust-based relationships with each one of them. I enjoy getting to know each client on a personal level and understanding what matters to them. I also find great fulfillment in educating my clients on financial planning and tax strategies that help them save on taxes and achieve their goals. Seeing clients gain confidence in their financial future is what drives me every day.
What is it like partnering with Savvy?
What I value most about working with Savvy is the innovative technology, robust support model, and collaborative environment. Savvy’s platform allows me to provide clients with a seamless, all-in-one financial experience, ensuring they have a clear, real-time view of their financial picture. The firm’s strong support structure empowers me to focus on what matters most, which will always remain helping my clients achieve their goals. Savvy’s dedication to a collaborative culture allows me to focus on delivering the best possible strategies and solutions tailored to each client’s unique needs.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.