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Our Services

Our highest priority is to create value and confidence for our clients by offering the following comprehensive services:

  • Portfolio analysis
  • Asset Allocation design
  • Investment management
  • Stock Option Planning
  • Estate Planning
  • Retirement planning
  • College funding strategies
  • Education seminars

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence.  Wealth accumulation and estate preservation strategies include coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our website, to call us at 952-836-2745 or email us at We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.