Our St. Paul-based advisors specialize in providing wealth management services to high-net-worth individuals, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
30 East 7th Street #3050
St. Paul, MN 55101
Phone: 651.735.5878
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Our team focuses on estate planning and multigenerational wealth planning, family education, and retirement planning for executives and professionals. We also provide investment advisory and co-fiduciary services to institutions, including community and religious entities.
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Client Service | Wealth Client Service
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Client Service | Wealth Client Service
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Principal | Financial Advisor
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Consultant | Relationship Management
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