A couple happily looking at their finances.

What We Do

Deliver confidence.

We are committed to delivering confidence—confidence that you have a retirement strategy to achieve your retirement dreams. And it doesn’t stop there. We’re with you for the entire journey, to make sure your custom architected plan meets your goals and future aspirations.

OUr Specialty

Who We Are

Meet your team.

Every one of us is committed to helping you live greatly. You’ll see that in the way we ask questions, in the way we listen, and in the way we remain engaged with you in the years ahead.

Vadnais Heights Office

3640 Talmage Circle, Suite 100, Vadnais Heights, MN 55110

Richfield Office

2 Meridian Crossings Suite 140 Richfield, MN 55423

Minnetonka Office

601 Carlson Parkway, Suite 550, Minnetonka, Minnesota 55305

Duluth Office

324 W Superior St. Suite 1405 Duluth, MN 55802

Central Office

510 North 1st Ave Suite 410 Minneapolis, MN 55403

It’s easy to get started.

Start by talking with one of our advisors. We’ll get you on the right track to pursue your retirement dreams by answering your questions and giving you resources for this next chapter.

Talk to an advisor