Wealth Management Services in Minnesota & Wisconsin

We help individuals and families across Minnesota and western Wisconsin make intentional financial decisions through every stage of life. Whether you're building savings, preparing for retirement, or managing a complex financial picture, our wealth management services are designed to give you clarity, control, and confidence. With a personalized plan built around your goals-not just your assets-we provide strategies that grow with you.

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How We Approach Wealth Management

We Begin With Your Life, Not Just Your Finances

 We take the time to understand where you are and where you want to go. Then we build a financial strategy to help you get there.


We Provide Integrated Planning

 Your wealth touches every part of your life-retirement, taxes, insurance, legacy, and more. We bring it all together in one coordinated plan.


We Serve as Fiduciaries

We're not here to push products. We're here to provide guidance that's aligned with your best interests, with no commissions or hidden agendas.


We Guide You Through Every Season

Life changes-and your plan should evolve with it. We're with you for the long run, adjusting as needed to keep your goals within reach.

What's Included in Our Wealth Management Services

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Comprehensive financial plan development

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Investment strategy aligned with personal goals

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Retirement income forecasting & transition planning

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Tax planning coordination

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Insurance & risk evaluation

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Estate & legacy planning guidance

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Secure access to your financial plan through our client portal

Who We Serve

We work with individuals and families throughout southeastern Minnesota-including Red Wing, Hastings, Northfield, and the Twin Cities-as well as clients across the border in western Wisconsin, in communities like Apple Valley and Lake City. Whether you're preparing for retirement or managing your wealth after a major life event, we're here to provide the clarity and partnership you need.

Common Wealth Management Questions

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  • How is wealth management different from just investing?

    Wealth management includes investing, but it also accounts for taxes, retirement income, insurance, and estate planning. It's a full-picture approach.

  • Can I just get a one-time plan without ongoing management?

    We're happy to start with a one-time financial plan, but most clients choose to stay with us long term so we can help adjust their plan over time.

  • What if my finances are complicated?

    That's exactly when we can help most. We work with clients who have inherited assets, business interests, or overlapping financial goals.

  • Do you work with clients who are still working?

    Yes. Many of our clients are in their 40s, 50s, or early 60s and are actively building toward retirement and other life goals.

  • Will I have access to everything online?

    Yes. Our secure client portal gives you 24/7 access to your accounts, plan documents, and reports-plus the ability to message our team directly.

Let's Build Your Wealth Plan

If you want a clearer financial path and a team to walk it with you, we're here to help. Your first meeting is complimentary, and we'll answer all your questions-no pressure.