Who We Are
Higgins & Schmidt Wealth Strategies is a fiduciary. As a fiduciary, we have a singular focus of doing what is in the best interest of our clients at all times.
What We Do
Our advisors provide comprehensive financial planning and investment management. We work with individuals and families to create financial strategies including investment management, retirement, tax, & estate planning. We have a team of licensed advisors, including a CPA and Certified Financial Planner™, Allison Schmidt.
Who We Serve
We help individuals and families to develop strategies associated with current, expected, and growing assets. The investable assets of our clients typically ranges from $500,000 to $10 million; however, net worth is not the only consideration.
There is a gap in the Financial Services industry. The best of concierge financial services are reserved for the ultra-wealthy. Unfortunately, big investment firms don’t provide their best services to most people. At Higgins and Schmidt Wealth Strategies, we use a team approach to develop custom financial strategies for the long term. We do not believe in a one size fits all approach to investing. Our team of advisors is dedicated to your individualized needs and success.