Contact Our Wealth Planning Team

Because we help construct multi-faceted plans, we find that clients with $1 million or more in invested assets — or those rapidly accumulating toward that level — benefit the most from our experience. However, we do not have a minimum account size, just a minimum annual fee of $7,500.

Our annual fee includes comprehensive hands-on investment management, tailored advice, and a full range of wealth management services.

If you would like to explore how we can help you, please contact us through the form or phone numbers below.

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Phone Numbers

Local: (952) 854-6250
Toll Free: 1-877-212-6700
Fax: (952) 854-6276

Office Address

3300 Edinborough Way
Suite 790
Edina, MN 55435

Driving Directions

We are located in a large office complex with many entrances. In order to bring you right to our door, we have developed instructions to complement your GPS navigation. Clicking on the map above will bring you to Google Maps, where you can receive custom instructions.