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    • Why Us?
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    • Our Process
    • Our Team
    • The Dream Architect Life Podcast
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  • Insights
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    • Your Business
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    • Your Legacy
    • Your Freedom
    • Market & Investments
    • In the News
  • Tools
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    • 401(k) Calculator
    • SECURE Act RMD Calculator
    • ROTH VS. TRADITIONAL IRA CALCULATOR
    • College Readiness Quiz

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Sweet Financial Partners
(507) 235-5587
1300 S Prairie Ave
Fairmont, MN 56031

About

  • Why Us?
  • Our Story
  • Our Process
  • Our Team
  • The Dream Architect Life Podcast
  • Our Partners
  • Frequently Asked Questions

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Business Transition Planning

Insights

  • Your Money
  • Your Business
  • Your Retirement
  • Your Legacy
  • Your Freedom
  • Market & Investments
  • In the News
Client Login Client Summary

carsonwealth

 

 

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

* The 2024 AdvisorHub “Advisors to Watch under $1B” ranking was announced in June 2024. Data is based on the time period of 12/31/2022 – 12/31/2023. The ranking recognizes advisors across the country for their quality of practice, professionalism, character, and community involvement. Criteria considered included: assets under management, production/revenue, team size, and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Data provided by SHOOK® Research, LLC — Data as of 6/30/2023. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC..