Investment Management Services in Minnesota & Wisconsin

We help individuals and families across Minnesota and western Wisconsin invest with purpose. Whether you're building wealth, preparing for retirement, or adjusting to life after a major change, our investment strategies are designed to match your goals-not chase headlines or trends. With a focus on risk management, tax efficiency, and long-term growth, we'll help you make confident decisions about where and how your money is invested.

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How We Manage Your Investments

We Start With Your Goals

There's no one-size-fits-all portfolio. We take the time to understand your needs, timeline, and comfort with risk before recommending any strategy.

We Focus on the Long Term

Markets move, but your plan shouldn't overreact. We help you stay focused on what matters most by using diversified, disciplined strategies built for the long haul.


We Act as Fiduciaries

We don't work on commissions, and we're not here to sell you products. Our only job is to give you straightforward advice that serves your best interests.


We Manage Risk & Emotions

Investing can feel emotional, especially during uncertain markets. We help you understand where your money is going-and stay calm when things get noisy.

What's Included in Our Investment Management Services

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Personalized portfolio design

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Asset allocation based on your goals & risk tolerance

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Tax-efficient investing across account types

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Ongoing portfolio monitoring & rebalancing

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Integration with your broader financial plan

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Secure access through our client portal

Who We Serve

We work with investors throughout Red Wing, Cannon Falls, Lake City, and nearby areas-including Wisconsin towns like Prescott and Hudson-as well as clients across Minnesota and Wisconsin via virtual meetings. Whether you're saving for retirement or managing a legacy portfolio, we're here to help you invest wisely and stay the course.

Common Wealth Management Questions

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  • Am I taking the right amount of risk with my investments?

    We help you understand how much risk you're actually taking and whether it matches your goals. Then we build a portfolio that fits your comfort level and time horizon.

  • Is my retirement plan on track based on what I've saved?

    We analyze your savings, income sources, and expected expenses to see if you're on course. If not, we'll show you clear ways to adjust.

  • Should I change how my money is invested now that I'm older?

    As you approach retirement, your investment mix should shift to protect your income. We help you make that transition without losing sight of growth.

  • How can I reduce taxes on my investments?

    We use tax-efficient strategies like asset location and smart withdrawal sequencing. The goal is to keep more of your returns working for you.

  • What happens to my accounts if something happens to me?

    We help ensure your accounts are properly titled and beneficiaries are up to date. We'll also coordinate with your estate plan to keep everything aligned.

Let's Review Your Investment Strategy

If you're unsure whether your current investments are working for you, let's talk. We offer independent reviews and will walk you through our approach-no pressure, no jargon.