HOLISTIC WEALTH MANAGEMENT · EST. 1975
Your Goals. Our Guidance.
Independent wealth management built on relationships since 1975 — planning, investments, and tax strategy under one roof.
Financial Services
Markets shift. Relationships endure. You work directly with a seasoned advisor who knows you by name — and builds a strategy around your goals, for today and for what’s next.
Brokerage
Our clients typically have enough cash in the bank to cover at least 6 months worth of their expenses. We help you invest the excess to get your money working for you.
Wealth Management
We help individuals who are too busy with their careers' and lives' to spend the necessary time analyzing their own financial plan and investments.
Investment Expertise
Our Investment Advisors help you stay on top of important financial decisions. Money saved due to high quality Investment Advice has value that only accumulates over time. We have extensive experience managing your goals for the best financial outcome.
Insurance
If you are in need of some protection products, we are your people! We offer a variety of resources to fit your risk management needs.
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Locations
The Forum, 900 2nd Ave S, Suite 1500
Minneapolis, MN 55402
3601 Minnesota Dr, Suite 660
Edina, MN 55435
6160 Warren Pkwy, Ste. 100
Frisco, TX 75034