Wealth Management Services for Individuals & Families in Minnesota & Wisconsin

For Every Stage of Life

We help people across Minnesota & western Wisconsin build and manage their wealth with purpose. Whether you're growing your savings, balancing retirement goals, or navigating a financial windfall, our wealth management process is built around your life-not a model portfolio. We provide personalized investment strategies and long-term planning for individuals and families in Red Wing, Lake City, Cannon Falls, Prescott, River Falls, Hudson, and surrounding areas.

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What Wealth Management Means to Us

Wealth management isn't just about growing money-it's about understanding your goals, protecting your income, and helping you make better decisions through every stage of life. We work closely with you to develop a plan that fits your needs, from retirement planning and investment management to tax strategies and legacy planning.

This service is ideal for:

  • Pre-retirees preparing to shift from saving to spending
  • Business owners planning for liquidity events
  • Families managing multiple goals, like college savings & retirement
  • Individuals with inherited assets or complex portfolios

What's Included in Our Wealth Management Services

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Wealth Management

Comprehensive financial planning to help you build, protect, and manage your wealth with confidence through every stage of life.

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Disciplined, goal-focused investment strategies designed to balance risk, maximize growth potential, and keep you on track long-term.

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Smart, proactive tax strategies that help reduce your tax burden and keep more of your hard-earned money working for you.

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Customized insurance and risk assessments to protect your income, assets, and family from life's unexpected events.

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Thoughtful guidance to organize your estate, preserve your wealth, and ensure your legacy is passed on the way you intend.

Our Approach to Managing Wealth

  • Personalized Planning
  • We don't use templates or push one-size-fits-all solutions. Our team takes time to understand your priorities and risk tolerance before recommending any strategy. We align your investment plan with your life plan.

  • Integrated Strategy
  • Your wealth touches every part of your financial life. We look at the full picture-investments, taxes, insurance, retirement income, and estate planning-so you don't have to juggle it all on your own.

  • Independent Advice
  • We're fiduciaries. That means we act in your best interest-not in the interest of a product or commission. You get honest advice, full transparency, and a team that works for you.

  • Clear Communication
  • You'll always know where you stand. Through our secure client portal and regular reviews, we keep you informed and help you stay on track-even when markets are unpredictable.

Who We Serve

We work with individuals and couples across southeastern Minnesota and western Wisconsin, including Red Wing, Hastings, Northfield, Zumbrota, Prescott, and River Falls. Some of our clients are decades into their careers. Others are recently retired. What they all have in common is a desire for thoughtful, trusted financial guidance.

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 Talk About Your Plan

If you're looking for an experienced team to help manage your investments and your long-term goals, we're ready to help. Your first meeting is free, and there's no obligation to work with us after we talk.