Learn how we may be able to enhance what you've already been able to accomplish

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How to get started with us

Complimentary Analysis

Everything you need to know to determine if we're the right fit for eachother

Invest Now

Answer a few easy questions, view your recommended portfolio and open an account

401k App

Get personalized 401k investment recommendations each month for just $25

Free Stuff to Help you Move Forward

Risk Number

Discover if your current investment & retirement portfolio is riskier than you think it should be.

 

Personal Financial WEbsite

All your accounts. All together.  See your entire financial situation anytime, from any device.  For free.

 

Blog Updates & Library

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About Us

We are a comprehensive wealth management firm serving individuals, couples & small business owners in the areas of wealth & investment management, estate & legal planning, Social Security & retirement income, tax preparation & planning, and insurance.

Located 4 miles West of downtown Minneapolis on the South frontage road of 394/12 between Louisiana Ave & Park Place/Xenia

6301 Wayzata Blvd | St. Louis Park, MN  55416 | 866-540-0153