Based in Minneapolis we serve statewide, including the Twin Cities, Mankato, Duluth, the Iron Range, and Western Wisconsin.
When you work with us you are part of our Team
Collaboration
We believe two heads are better than one therefore behind the scenes we discuss strategies and situations as a team before presenting you with our recommendations. When it comes to calling our office we want you to feel comfortable knowing anyone who picks up the phone knows your story and will be able to help answer your questions.
Fiduciary Standard
We are affiliated with Voya Financial Advisors but not limited in our investment options. Our relationship with Voya offers the benefits of large corporate resources and technology but permits us to scour all investment options before providing an unbiased recommendation. Your needs and interests are always at the forefront of any decision.
Balance
It is also our philosophy that you should plan for tomorrow while still enjoying today. Through our relationship with you and your loved ones, we take the time to determine what your priorities are both now and in the future and create manageable steps to get there. By approaching clients this way we have found our relationships often extend over multiple generations.
