Our Firm
We are a full service investment planning and wealth management firm with over 150 years of combined investment experience and currently managing over $250 million of client assets. We are located in St. Paul, MN but have clients located throughout the country. We serve individuals ranging from seasoned investors to those just beginning their financial future. We also provide professional money management advise to employers, trustees, and foundations.
Our approach to investment planning is designed to help grow and preserve your wealth by delivering an outstanding level of personalized service and specialization. Each financial plan takes into account every client`s individual & family goals and objectives.
We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.