Who We Are

Intelligent. Honest. Steady.

These are some of the words our clients have used to describe us. We take these words to heart.

The trust we’ve built with our clients over the decades instills in us a responsibility to work even harder. It drives us to be life-long learners of our field so that we’re able to offer the most relevant solutions. It inspires us to seek deeper relationships with our clients and their families and to look for ways to broaden our protection of them.



A job well done!


We know we’ve done our job well when a client says they see us an extension of their family. That’s why we do what we do. It’s what puts smiles on our faces when we’re heading home at night and gets us excited about getting going the next morning.

An independent, fee-only wealth management firm with offices in St. Paul, Minnesota and Sacramento, California. We offer a holistic approach to wealth management.


We’re individuals from different places and backgrounds who’ve joined our diverse experiences and financial expertise. The result is a deep well of varied knowledge from which to draw thoughtful and far-reaching solutions for our clients. Because we’re an independent, fee-based firm and don’t work on commission, we share what we know to offer the highest level of service. 


  • Prepared for Tomorrow
  • Effective Teamwork
  • Strategic Innovation
  • Positive Relationships
  • Passionately vested in our clients