Broker Check

What Makes Us Distinct?

  • Our clients' assets are held by LPL Financial, one of the nation's leading financial services companies.
  • We offer no proprietary products. Therefore we are not tied to in-house investments.
  • We work with many of our clients remotely. Though we are based out of the Twin Cities (Minneapolis + St. Paul,) MN, most of our clients live in other cities throughout the U.S. such as Atlanta, Las Vegas, and Miami.
  • As of 2016, our average client household had over $250,000 invested with us.
  • We are comfortable working with your CPA and estate planning attorney.
  • We are able to coordinate financial planning, estate planning, investment management and risk management.
  • Each year we take on a limited number of clients so as not to dilute the level of quality service our clients receive.