Our Clients

Those we serve seek a long-term investment strategy and comprehensive financial guidance that covers all aspects of managing wealth. Family wealth may have been earned and saved during a successful career or have come through inheritance. We offer solutions for building a diversified portfolio while minimizing the impact of taxes. Our goal is to develop trusted, long-term relationships with our clients and serve their needs across generations. 

As our valued client, you understand the importance of having a trusted partner in managing your wealth. If you know someone who may equally benefit from our guidance, we welcome your referral and the opportunity to reach out to them.

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