Nicholas Tilli, CFP®
Because Life's About More than Just Money
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Tilli Wealth Management
Nicholas Tilli, CFP®
Minnetonka, MN
Serving Clients Nationwide
Because Life's About More than Just Money
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
- Fee Only Network
Primary Location
601 Carlson Pkwy Ste 1050, Minnetonka, MN 55305
Meeting Options
- Video Conference
- In-Person
- Phone
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 DisclosureWho 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.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor for Healthcare Professionals?
Financial Planning for Technology Professionals
Looking for a Financial Advisor for Young Adults?
Looking for a Financial Advisor for Millennials?
Looking for a Financial Advisor in Minneapolis, Minnesota?
