Providing Financial Planning and Investment Management to Clients in

Our Process

Twin Cities

Our History


Our Resources

Across the country

Our Values

and Virtually

How do you define Financial Freedom?

How do you define Financial Freedom?

Some people call it retirement. We choose to call it living a life where work has become optional. 

Whether it’s traveling more, having more time available for loved ones, pursuing a specific passion, or even working - not because you must, but because it’s your choice.  It doesn’t have to wait until retirement.

At the end of the day, time is the one thing we can never get back.  So, why not start today building a plan and taking actionable steps to take back your time?

Live the life you want to live.

You set your own level of engagement…

You set your own level of engagement…

For some this may mean help managing investments, for others it can be help creating a roadmap with actionable steps to obtain financial independence

Still, others may just desire a second opinion or an answer to a specific looming concern like “I think I may be paying too much in taxes.”  Or “Can I retire as I want?”

Regardless, you’re in the driver’s seat.

Choose How You Engage

Financial Planning

Financial Planning

Are you doing the best you can with your money? Are you on track for. . .

  • Retirement
  • Buying a house
  • Education Funding
  • Special purchases
  • Vacations

Can You Do Better?

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Investment Management

Investment Management

Implement our disciplined process for investing. Discover the benefits to working with a professional investment manager.

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À La Carte Solutions

À La Carte Solutions

Do you have an à la carte need? We have an à la carte solution.

  • Single need.
  • Single solution.
  • Single time.

We have you covered.

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Everyone's Needs Are Unique

Real Estate Investors

Real Estate Investors

We work with Real Estate Investors at all levels of expertise - from aspiring to seasoned. We provide:

  • Acquisition Planning
  • Efficiency Planning
  • Exit Planning (from active management)
  • Property and Portfolio Analysis
  • Tax-efficient Disposition Strategies
  • "What-if Modeling and "Stress-testing"

Choose to work with an advisor who embraces real estate.

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Millennial Generation

Millennial Generation

If you are a Millennial, we want to work with you! Millennial's are:

  • Deliberate about taking control of their finances.
  • Eager to collaborate in the planning process.
  • Open to new ideas, strategies, and technologies.
  • Serious about succeeding.
  • An overall joy to work with!

Choose to work with an advisor who values what you bring to the table.

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Accredited Investors

Accredited Investors

We offer Investment opportunities catered to the needs of our Accredited Investor Community. 

  • Select investments not always available to the general public.
  • Educational events geared specially for sophisticated investors.
  • Advanced tax planning strategies.

Join our Accredited Investor Community today.

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Seek a Second Opinion

Seek a Second Opinion


We're happy to take a look. See if your financial life is operating at peak efficiency. A second opinion can often be prudent.

  • Portfolio Risk Analysis
  • Retirement Readiness
  • Tax Efficiency
  • Risk Management
  • Anything else that is important to you.

Why not be sure about something as important as your financial future?

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Have a Question?

Thank you!