We add clarity and perspective to Wealth
so that Money isn't complicated.
One size does not fit all. We keep that in mind as we integrate several disciplines of finance into the relationship and build out a program just for you.
Passing it on requires careful consideration. We aim to help you create the impact you want by efficiently transferring your wealth to intended beneficiaries.
We Know our clients.
Years of experience working with Business Owners, Physicians, and Corporate Executives have made us a valuable resource in these communities. We come equipped by recognizing their challenges and providing relevant ideas to address them.
We bring a focus to keeping the business intact, optimizing your wealth, and making sure your estate plan holds up.
We work with you to break through in meeting early and mid-career financial demands, and then maintain your lifestyle in retirement.
We strive to help you capitalize on your benefits package, stay on top of career transitions, and remain flexible to whatever your future holds.
We give you an edge.
If you want to be ahead of the curve, you need a partner that
Provides important insight
Explains how things work
Frames things in your perspective
Challenges your thinking
Incorporates a wide range of financial solutions
Looks at things when you're not
Keeps you informed and organized
and that's what we do for our clients, every single day.
We make it fun to work together.
A positive experience for you means everything to us. Our team's unique skill sets and perspectives come together to make that happen.
Client Relationship Manager
It's easy to get started.
See our checklist of information we may ask you to gather for initial meetings.
After a conversation, we can determine together if a professional relationship makes sense.
If you decide to move forward, we'll set clear expectations for that relationship and coordinate any follow-up.
We're here to answer all of your questions.
8000 78th Street West, Suite 150 Edina, MN 55439
P: (952) 460-1700 F: (952) 460-1699
Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment