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Nicholas Tilli, CFP®

Because Life's About More than Just Money

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Tilli Wealth Management Nicholas Tilli, CFP®
Minnetonka, MN

Serving Clients Nationwide

Because Life's About More than Just Money

(952) 836-6063

Website

Areas of Focus

  • Budgeting
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Nick Tilli’s interest in finance started back in college when he first started learning about stocks. The dynamic nature of investing and the fact that the game is constantly changing made the topic of retirement and investing a constant thrill.

Nick spent the bulk of his career working for Fidelity Investments working with individuals and families to create and maintain financial plans. Led by a desire to operate underneath the fiduciary standard, Nick left to join the ranks of the Registered Investment Advisors (RIA’s) who operate under the fiduciary standard, committed to putting the client’s interest first.

Nick served as the Director of the Private Client Group for a top 100 accounting firm, overseeing a team of advisors and responsible for the strategy and execution of the division. Led by a strong desire to always do what’s right for clients and the need to create a service model that delivers more value than what is currently being offered in the marketplace meant the only way to do that was to establish Tilli Wealth Management (TWM).

Today Nick is fulfilled with the meaningful work of serving the clients of TWM, creating and implementing customized plans with clients, allowing them the time and energy to do what they enjoy most.

When Nick is not working with clients or on the business, he can be found shuttling his 3 boys to various sporting activities, waving to his wife as they drive by one another to their families’ various activities. When life slows down on occasion Nick enjoys an outdoors active lifestyle, trips to the family cabin and time on the water are always in order with a good book to close out the night.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • XY Planning Network

Primary Location

601 Carlson Pkwy Ste 1050, Minnetonka, MN 55305

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Everyone has a unique financial journey. No matter where you are in that journey, the right strategy can help you reach your goals and create more freedom in your life.

I’ll show you how to lower your taxes, optimize your investments, and create a financial plan that empowers a life well lived.

✅ Your Book of Wealth: Your personal financial companion to help you navigate and chart a sound course on life's financial journey.

✅ Lower Your Taxes: Tax planning is way to create value year in and year out. Don't just reconcile your taxes, proactively plan them.

✅ Optimize Your Investments: Seemingly small enhancements can have an compound effect over longer time periods. Make the most of your investments.

WHY US?

100% Fiduciary: As a Fiduciary we act in our clients best interest in every thing we do. We feel it should be the only standard in our industry and are proud to be a true Fiduciary

Personalized: Large Firms are built for Scale not for personalization. We offer clients a more personal planning experience. Leave the cookie cutters for the larger companies.

Independent: We have no parent company requiring us to sell or recommend products that they manufacture. Our Independent platform allows us to simply deliver the most objective recommendations that are always in our clients best interest.

Fee-Only: We get paid for our advice, we never earn a commission or other sales incentives. Clients come to us for honest advice, not a sales pitch.

Education

Southern New Hampshire University

Hobbies and Interests

  • Animal Rescue
  • Beach
  • Boating
  • Camping
  • Cycling
  • Exercising
  • Family
  • Golf
  • Hiking
  • Hockey
  • Painting
  • Photography
  • Reading
  • Sailing
  • Sports
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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