Updated:
Superior Solutions Ltd.
At Superior Financial LLC we provide financial planning and investment management services to help you realize your most important life goals.
Overview
At Superior Financial LLC we provide financial planning and investment management services to help you realize your most important life goals. No investment or insurance sales and no conflicts of interest. Instead, we provide independent, objective advice. We think you’ll appreciate this refreshing, Superior approach!
General information
Firm type
RIA
Location
Region
North America
Country
Canada
City
Oakville
Corporate office
Oakville, Ontario, Canada
Principals
Peter Melsness
Founder and Owner
Frequently asked questions
Who runs investment decisions at Superior Solutions Ltd.?
Peter Melsness, a CFP professional, is the founder and owner of Superior Solutions Ltd. The firm's website identifies him as the sole advisor, making him the primary decision-maker for client accounts and planning strategies.
How does Superior Solutions source its clients?
Superior Solutions markets through its website and physical presence in Rochester, Minnesota. The firm targets retirees, high-income professionals, and those near retirement, offering three service packages: Financial Review, Neos Planning, and Wealth Management. There is no public record of referral partners or institutional sourcing.
Does Superior Solutions accept commissions or sell insurance?
No. The firm's website states it does not accept commissions of any kind and offers no investment or insurance sales. It operates as a fee-only fiduciary, meaning compensation comes only from client-paid fees, not product sales.
What is the geographic footprint of Superior Solutions?
The firm is headquartered in Oakville, Ontario, Canada. Superior Solutions lists a physical address in Rochester, Minnesota, and serves clients in Southeast Minnesota. It also states it works remotely with clients across the United States.
Does Superior Solutions have a disclosed AUM or client count?
No. The firm does not publicly disclose AUM, number of clients, or team size. This makes it difficult to assess the scale of its operations or compare it with other wealth management firms.
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