DEDICATED TO YOU AND YOUR VISION
Who We Serve
We believe building wealth is less about where you start and more about how you think.
Over decades of working with entrepreneurs, business executives, and attorneys, we’ve found their path to success begins long before the title.
As an intergenerational team, we partner with people at any stage of their journey who are committed to growth.
Mid-Career Professionals
As career, family, and life demands develop, we make managing the finances feel lighter. We organize the increasing complexity of your picture and align everything with your values and goals—supporting your family today while providing a clear plan for the future you hope to achieve.
- Cash flow and financial planning
- Tax planning guidance
- College savings
- Investment strategy and retirement planning services
- Insurance planning and risk management
Corporate Executives & Established Professionals
We’ve worked with corporate leaders in the Twin Cities for decades, building our practice through client referrals earned by our deep expertise in executive compensation. We understand that while you’re busy, you don’t want to hand off decision-making—you want a trusted advisor who guides you through the right thought processes, brings experience on your complex compensation and investment options, and helps you manage your wealth as intentionally as you manage your career.
- Everything included with mid-career, plus…
- Executive compensation and benefits
- Stock option guidance
- Financial planning
Retirees
After you’ve achieved a lifetime of summits, we transition to legacy planning. We guide you through a thoughtful process of envisioning your dreams for future generations, then coordinate with your CPA, attorney, and other strategists to execute your retirement distribution and legacy strategy. This allows you to fully enjoy this season of life, confident that every piece is in place to carry your vision forward.
- Everything included with corporate executives & established professionals, plus…
- Tax-managed investment strategy
- Estate planning and wealth transfer
- Charitable giving
- Retirement income and efficient distribution
- Long-term care planning
- Medicare supplement support
Purpose. Vision. Intention.
If you’re looking for a financial team driven by the same values you are, let’s chat.