Broker Check

Phone (651) 998-9822

Fax (651) 203-3516

Our Services

Comprehensive Wealth Management

In order to help you gain confidence in your complete financial picture, we offer a wide range of comprehensive wealth management services and strategies that are tailored to your unique needs and long-term goals.

Investments Include Access To:

  • Business Development Companies, REITs, and Limited Partnerships
  • Mutual Funds, UITs, ETFs, Stocks, and Bonds
  • Hedge Funds, Private Equity, and Exchange Funds
  • Variable, Fixed, and Indexed Annuities
  • Cash Management Strategies
  • Precious Metals

Managed Accounts

  • Managed Portfolios
  • Separately Managed Accounts

Cash Management

  • Online Bill Payment
  • Checks and VISA Platinum Debit Cards
  • Premier Checking Accounts and Margin Accounts
  • FDIC Insured, Interest-Bearing Cash Accounts
  • Exclusive LPL Financial Platinum MasterCard or American Express Card

Retirement and Wealth Planning

  • 401(k) and Other Workplace Rollovers
  • IRAs (Traditional and Roth) and Conversions
  • IRA Consolidations and Transfers
  • Retirement Income Strategies
  • 529 Plans, Education IRAs, UGMAs, and Coverdell ESAs
  • Financial Strategies and Risk Assessment
  • Trust Services, Private Foundations, and Endowments

Business Services

  • 401(k) and Other Qualified Plan Setup and Maintenance
  • Defined Contribution/Benefit Plans and Executive Compensation
  • Simple and SEP IRAs
  • Buy/Sell Strategies and Key-Person Planning
  • Business Succession Plan

Risk Management

  • Life, Long Term Care, and Disability Insurance
  • Comprehensive Risk Assessment
  • Key Person Insurance
  • Buy Sell Agreements

Estate Planning

Coordination with attorneys to provide:

  • Trust and Will Planning
  • Wealth Transfers and Charitable Gifting Strategies
  • Family Limited Partnerships
  • Charitable Remainder and Irrevocable Life Insurance Trusts
  • Donor Advised and Pooled Income Funds
  • Trust and Will Drafting Services
  • Powers of Attorney, Healthcare Directives, and Pour Over Wills

The Private Trust Company

  • Professional Trustee Services
  • Tax Reporting, Filing, and Comprehensive Regulatory Compliance
  • Knowledgeable Management, Protection and Defense of Trust Assets