You’ve achieved a substantial level of success in your life.

Commendably, your work ethic and responsible actions have undoubtedly helped you arrive at this point. Your standards for choosing a financial team should be equally as high. While you understand that wealth is a privilege, you also know it carries the responsibility of prudent stewardship.

Our team puts principled behavior into practice every day, acting in your best interest and thoroughly addressing every aspect of your financial life. Our passion for managing wealth is driven by the positive effects it can have on your life – and on your family, community and the very things you care about most.

Learn more about what makes us different.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299