Wealth Management for Executives with a Vision

You know your wealth can help you achieve your life’s vision now and in retirement, but you worry about financial missteps that hurt your progress. You would rather spend your time with people and activities that are fulfilling, and you wonder how your finances are preventing you from saying “yes” to the real priorities in your life.

We can help answer questions such as:

  • How do I best use my resources to achieve my goals?

  • What financial steps should I take toward my vision for life after my career?

  • How can I reduce taxes and keep more of my money?

  • How do I make the most of my compensation and benefits?

  • What does my financial situation look like?

We are an independent wealth management firm in the Minneapolis area working with high-achieving professionals to align their money decisions with their values. Through a journey of discovery and reflection, we partner with you to build a financial plan around your mission, vision, values, and goals.

Our objective is to help you live the purpose you envision with a powerful confidence that you can devote your resources to what is most important to you.

We partner with you to leverage opportunities, avoid mistakes, and align your money decisions with your values. We can help you:

  • Build a long-term cash flow plan that includes income, expenses, investments, and savings

  • Create a road map for implementation of selected strategies, beginning with those most urgent and valuable to you

  • Build a tax-efficient investment portfolio that integrates with your financial plan

  • Select savings vehicles for your retirement, home purchases, children’s education expenses, and other needs

 

Get Started

We invite you to get in touch with us for a complimentary 15-minute introductory call. We will discuss your concerns and goals and how we may be able to help.