Fiduciary Wealth Manager & Fee Only Financial Planning Advisor
In your best interest, we do not receive commissions/fees on investments or insurance products from third parties.
Coordination of investment strategies with social security, life style expenses, healthcare needs, and other income sources.
Gain confidence knowing your wealth will be transferred according to your wishes in a most efficient and compliant way.
Your loved one should receive unmatched fiduciary trustee and trust fund management service.
You and your loved ones are cared for.
Objective analysis of your risk and insurance needs.
Our comprehensive Certified Financial Planner coordinates with and optimizes your CPA, attorney, and trustee, etc.
We coordinate investment strategies with social security, life style expenses, healthcare needs, and other income sources.
You will grow to appreciate our institutional quality investment management by the experienced hands as well as personal attention to you during market turmoil.
We help business owners' with their risk management needs and unique wealth transfer needs.
You will have confidence and peace of mind that your special needs family members are taken care of through judicious use of legal tools and thoughtful estate planning. Your loved one will receive our unmatched fiduciary trustee service.
Along with health, harmonious relationships, and hope, financial well-being is the foundation of one’s happiness. Regardless of income or investable asset levels, helping people have a sense of financial security based on unmatched analytics and compassion is what we do well. It is our mission to help you make informed decisions.
Financial planning can be straightforward and enlightening. When we meet you for the first time, we picture you enjoying full confidence and peace in your financial matters. You can trust in our capability to deliver. Let us help you!
Sarah Kang, CFP(R):
Over a decade of experience in helping people with comprehensive financial planning with a focus on listening with empathy. Sarah holds the Certified Financial Planner Designation.
Ujae Kang, CFA, CAIA, ASA, MAAA:
Over 2 decades of progressive experience in actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions.
James Mahnke, CTA, CPO:
Decorated investment portfolio manager with over 3 decades of experience. He received industry's most respected awards in investment management, including a number one Barclay Institutional Report ranking, Lipper top-third mutual fund ranking, Russell top quartile performance, and Morningstar top quartile ranking.
The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model.
We can meet you in person at our office, through video conference, or over the phone.
If needed, we could be available to meet at a location where it is convenient for you.
Between 10 am and 4:00 pm weekdays:
Regus - Grand Oak I
860 Blue Gentian Rd Suite 200, Eagan, MN 55121
Between 4:00 pm and 8 pm and Saturday:
The University Club of Saint Paul
420 Summit Ave, St Paul, MN 55102
Both insurance companies and government regulators rely on actuaries to project cash flows from investments and liabilities of pension funds, insurance companies, financial institutes, and more. One of the founders is an actuary who will bring that same knowledge and experiences to you in your financial planning. His experience comes from advising the enterprise level investment portfolio, cash flow, and debt portfolio of one of the latest insurance companies in the US.
Retirement Income Planning
Wealth transfer strategy involves a thorough understanding of the family members involved and the ideals of the grantors. Generational wealth transfer is about preserving and enhancing the intellectual and human capital of a family. Financial wealth is only a means to achieve that goal. We take utmost care through multiple communications to help our clients over an extended period of time. Once a plan is finalized, we engage experienced estate attorneys to flawlessly execute the strategies.
Generational Wealth Transfer
Estate & Tax Strategy
Coordination with Attorney, CPA
We are fee only financial advisors. We are strictly fiduciary financial advisors who abide by the rigorous criterial set by The National Association of Personal Financial Advisors’ fee-only financial advisor requirement and oath. We recuse ourselves from receiving any compensation from brokers or insurance companies in order to avoid potential conflict of interest. Our advices and product recommendations are purely based on our expertise and clients’ best interest.
Insurance Protection Planning
Health Care Planning
529 Plan & Coverdale
Very high achieving entrepreneurs and business owners need special care and understanding at the early stage so that their large accumulated wealth will have the best impact on their family. So, we focus on helping business owners and high net worth individuals better understand the non-financial aspect of wealth management.
Coming from a family of business owners, we feel it is important to help other business owners with their wealth accumulation and wealth transfer issues, with a special focus on pursuing family harmony. We have 5 years of accounting & tax strategy experiences with 3 different family owned private company clients as well as a bachelors degree in accounting with a Chartered Financial Analyst designation.
Business Owner Succession Plan
Business Tax Strategy
Family Governance Advice
Business Insurance Planning
Business Financial Projection Help
Business Entity Strategy
Coordinate with Attorney, CPA
Major Purchase Assistance
Many financial advisors aren't legally required to act in your best interest. Instead, they only have to do what's suitable for you.
"Big name" brokerage firms like Merrill Lynch and Wells Fargo may sell proprietary products even though they may not be the best product for you. This may create a conflict of interest and could increase your cost.
They receive hidden commissions and third-party payments for selling products in addition to the fees they may charge.
They are generalists often focusing on investing alone with little consideration for your retirement goals, taxes, and income needs.
As a registered investment advisor, our advisors are held to a fiduciary standard legally requiring us to act solely in your best interest.
We don't sell proprietary products and only select investment vehicles from the available universe of securities that are considered best-in-class for our client’s needs.
Our financial advisor fees are simple and straightforward based on a small percentage of your assets under management or a fixed financial planning fee. We never charge commissions.
We specialize in retirement income planning and investment management with special attention to taxes, income, and preserving wealth in retirement.
OUTSTANDING SERVICE BEYOND THE REQUIRED FIDUCIARY DUTIES.
*UAK Diversified is granted limited power of attorney to buy and sell securities and assess fees based on a signed client agreement with no other rights or accessibility.
You can trust UAK Diversified to help you plan your financial future, advise you with comprehensive financial / investment planning, as well as non-financial wealth advice. We serve clients in Saint Paul, Minneapolis, Twin Cities, and Rochester areas.
UAK Diversified LLC is a registered investment adviser with the state of Minnesota