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Minneapolis, Minnesota Area

Serving clients throughout Minneapolis, St. Paul, and the greater Twin Cities region, including Bloomington, Edina, Minnetonka, Maple Grove, and nearby communities.

Minneapolis office

Serving the Minneapolis area
Phone: 866-498-8898

Minneapolis

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Minneapolis-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Minneapolis

Financial advisors serving the Minneapolis area

From Minneapolis and St. Paul to the surrounding suburbs and lake communities, our professionals help you bring the many elements that shape your wealth into a coordinated plan. We take time to understand what matters most to you and develop strategies that support both the priorities in front of you and the future you’re building toward. Connect with us virtually via Zoom or through another convenient arrangement that works for you.

Anita Kalafut, CFP®, EA
Anita Kalafut, CFP®, EA

Senior Wealth Advisor
Elvis Ndahibeshe
Elvis Ndahibeshe

Wealth Advisor
Neal Robinson, CFP®
Neal Robinson, CFP®

Senior Wealth Advisor
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