Client Access  |  Careers & Advisory Teams

Schedule a meeting

It all begins with a phone call.

We believe our 97% client retention rate (which we’ve maintained since we began tracking in 2001) speaks volumes to the relationships we’ve built with clients over time. To learn more about how we can help you achieve your financial life goals, call us at 952.844.0995 or use the contact form to schedule a complimentary, no-obligation call with our experienced team. 


Contact us

Minneapolis, MN

8500 Normandale Lake Blvd., Suite 450
Minneapolis, MN 55437
Phone: 952.844.0995

Duluth, MN

324 West Superior St., Suite 200
Duluth, MN 55802
Phone: 218.249.0044

Bonita Springs, FL

Florida Office 
Bonita Springs, FL 34134
Phone: 800.675.4793