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.