Business Details
40 Years
experience
Your Trusted Wealth Management Partner in Minneapolis
Tealwood Asset Management has been dedicated to creating lifetime success for clients since 1986. As fiduciaries and financial advocates, we commit our investment expertise to customizing plans that align with individual values and priorities. Our independent, fee-based structure ensures transparency while focusing on holistic wealth management, including retirement planning, legacy strategies, and tax efficiency. We prioritize client relationships, offering personalized attention through our intentionally scaled operations. Our team of certified professionals brings decades of combined experience in strategic investing, with a commitment to rational, research-driven decision-making.We serve clients through institutional custodial safeguards and maintain a culture of continuous learning and improvement. Our approach emphasizes collaboration, education, and a focus on long-term financial well-being. We believe in aligning investment strategies with clients' lifestyles and legacies while maintaining the highest fiduciary standards. Our Minneapolis-based team takes pride in delivering institutional-quality services with personalized care.
Services
Wealth Management
Strategic Investing
Retirement Planning
Legacy/Estate Planning
Philanthropy
Education Funding
Tax Efficiency Planning
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in personalized wealth management since 1986
- Our CEFEX certification demonstrates commitment to industry best practices
- We operate under the fiduciary standard, always placing client interests first
- Our intentionally scaled structure ensures personalized attention for every client
- We combine institutional-quality research with customized investment strategies
Associations and certifications
- CEFEX Certified
Services
Wealth Management
Our comprehensive wealth management approach coordinates all aspects of your financial life. We develop customized strategies addressing retirement, legacy planning, tax efficiency, and lifestyle goals. Our team works collaboratively with your existing advisors to create holistic solutions that align with your values and priorities while maintaining the highest fiduciary standards.
Strategic Investing
We implement active investment strategies tailored to individual client needs. Our research-driven approach focuses on quality investments at reasonable prices, incorporating built-in risk management. We emphasize long-term sustainability through economic cycle analysis and asset allocation strategies designed to maintain rational decision-making amid market volatility.
Retirement Planning
Our retirement planning services help clients prepare for life after work while maintaining current lifestyle quality. We develop comprehensive strategies that consider income needs, tax implications, and legacy goals. Our approach ensures financial security while providing flexibility for changing life circumstances and market conditions.
Legacy Planning
We help clients create lasting legacies through comprehensive estate planning. Our services coordinate with legal professionals to ensure proper documentation and implementation. We focus on wealth transfer efficiency, charitable giving strategies, and creating enduring family financial legacies that align with personal values and priorities.
Tax Efficiency Planning
Our tax efficiency planning integrates with overall wealth management strategies to minimize tax liabilities. We focus on legal tax reduction opportunities, strategic asset location, and timing considerations. Our approach works to enhance after-tax returns through coordinated planning with clients' accounting professionals.
People
Peet Moseley
Principal, CEO
Peet Moseley, CFP and AIF, leads Tealwood Asset Management as CEO with over 30 years of experience in financial planning and investment management. He focuses on client relationships and firm strategy while maintaining a commitment to fiduciary excellence.
Steve Richter
Principal, CIO
Steve Richter, CFA, serves as Chief Investment Officer with expertise in portfolio management and market analysis. He leads investment strategy development and research efforts, bringing institutional-quality insights to client portfolios through his decades of financial industry experience.
Charlie Mahar
Principal, Chairman
Charlie Mahar, AIF, contributes his extensive financial services experience as Principal and Chairman. He focuses on firm governance and strategic direction while maintaining active client relationships, emphasizing long-term financial planning and wealth preservation strategies.
John Zevnick
Principal, Wealth Management Advisor
John Zevnick serves as Principal and Wealth Management Advisor with a focus on client financial planning. He brings decades of experience in developing customized investment strategies that align with individual client goals and life circumstances.
Michelle Warneke
CCO, Director of Operations
Michelle Warneke oversees compliance and operations as Chief Compliance Officer. She ensures regulatory adherence while managing firm operations, bringing extensive experience in financial services compliance and client service management to her role.
Questions
What services does Tealwood Asset Management offer?
We provide comprehensive wealth management services including strategic investing, retirement planning, legacy/estate planning, tax efficiency strategies, and philanthropy guidance tailored to individual client needs.
How is Tealwood different from other wealth management firms?
We operate as independent, fee-based fiduciaries with CEFEX certification, focusing on personalized service through our intentionally scaled structure while maintaining institutional-quality research and resources.
What investment approach does Tealwood use?
Our approach combines active, research-driven investing with risk management, focusing on quality investments at reasonable prices while maintaining long-term strategic perspectives through economic cycles.
How are fees structured at Tealwood?
We use a transparent, fee-based model calculated as a simple percentage of assets managed, with no hidden fees or commissions, ensuring complete cost clarity for our clients.
