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Our Philosophy As an independent financial advisory firm, we are adamant in our goal to provide unbiased solutions that address your specific situation. Whether you are an individual in need of a customized wealth management strategy, or a retirement plan trustee in need of ERISA-based fiduciary guidance, we will help you look at "the big picture" to target your unique goals.
We welcome you to contact us at 952-542-8900 for a complimentary, private consultation. After this one-hour meeting, we can both determine if there is a need to proceed further. If there is a mutually good fit, you will be assured of receiving special treatment that cannot be matched in the market place.
Our objective is to provide superior wealth management and pension services by creating a partnership with our clients. Together, we will help you pursue your goals.
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Featured Content: Latest Article and Market Commentaries
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Getting on the Right Financial Track After Graduation: Graduating seniors carried an average of more than $26,000 in student loans in 2011.
View the Featured Article
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To be distinguished as a Premier Advisor, NABCAP uses 20 criteria including: years of experience, planning, investment, and risk philosophies, fees/cost structures, and customer services models. No fee is paid to be considered. The distinction is not indicative of any investing performance or future client experience.
*2013 FIVE STAR award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm's internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers' future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information please visit www.fivestarprofessional.com.
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