Owner & FounderSteve Klane MPA, CPA/PFS

Klane Wealth Management, LLC was founded by Steve Klane MPA, CPA/PFS in 2003 to provide clients with holistic wealth management that integrates income tax advice and planning, estate tax advice and planning, and investment advice and planning.

After counseling clients as a CPA tax advisor for over 20 years, Steve became licensed as a Registered Investment Advisor in order to offer clients an academically–based approach to growing and maintaining their wealth throughout their lifetime.

By providing clients with sophisticated tax and estate planning compliance, advice, and planning, he offers his wealth management clients a highly valued combination of professional skills that few  investment advisors can offer.

Steve graduated in 1979 from the University of Wisconsin- Madison with a Bachelor of Business Administration with Honors in Accounting.

He graduated in 1983 from the University of Texas- Austin with a Master of Professional Accounting-Tax and became a licensed CPA and Registered Investment Advisor in the State of Minnesota. In addition to his practice, Steve taught accounting and tax courses for the University of Texas, Minnesota Society of Certified Public Accountants, Minnesota State Bar Association, and the Hennepin County Bar Association.

He has been interviewed by the New York Times, Minneapolis Star Tribune, KARE 11 Sunrise, and various radio stations.

Steve has been married for over 35 years and has 3 grown children.