Successful Professionals, Executives & Families

Thoughtful guidance for building, preserving, and transferring wealth.

We provide integrated tax, wealth, and legacy planning strategies for successful individuals, business owners, executives, and multi-generational families seeking to preserve and grow their wealth.

What We Hear

Are we being as tax-efficient as possible across all our investments and income sources?

How should we manage concentrated stock positions and executive compensation?

Are our retirement, investment, and estate plans working together?

What strategies can help us preserve wealth for future generations?

How do we balance lifestyle goals, charitable giving, and long-term legacy planning?

Are we making the most of available opportunities while minimizing unnecessary risk?

Are we on track to retire when and how we want to?

How We Help

  • Comprehensive Wealth Planning
    A coordinated strategy designed around your financial goals, family priorities, and long-term vision.
  • Customized Investment Solutions
    Your portfolio aligned with your financial objectives, tax considerations, and personal values.
  • Tax-Efficient Investment Guidance
    Investment and tax planning aligned to help preserve and grow wealth.
  • Executive Compensation Planning
    Guidance for RSUs, stock options, deferred compensation, and concentrated equity positions.
  • Estate & Legacy Planning Coordination
    Helping ensure your wealth is transferred according to your wishes while maximizing tax efficiency.
  • Family Wealth Conversations
    Supporting multigenerational planning, philanthropy, education funding, and family financial goals.
  • Personalized Advisory Relationship
    Proactive guidance and ongoing coordination with your CPA, attorney, and other trusted advisors.

Retired Individuals

Protecting What You've Built. Preparing for What Comes Next.

Preserving your wealth, supporting your family, and defining the legacy you leave behind.

For more than four decades, we've walked alongside hundreds of individuals and multi-generational families, helping them navigate the financial, tax, and personal decisions that accompany life's later chapters. Our role extends beyond investment management, serving as a trusted advisor who helps coordinate the complexities of wealth preservation, family dynamics, charitable goals, and legacy planning.

Guidance for Life's Most Important Decisions

  • Wealth preservation and retirement income planning
  • Estate, trust, and legacy planning coordination
  • Family governance and wealth transfer strategies
  • Tax-efficient distribution planning
  • Charitable and philanthropic planning
  • Guidance through major life and family transitions

Business Owners

Running the business is one financial life. Planning for what comes after is another.

Three phases. One financial life.

Building

Diversify outside the business
Most of your net worth is concentrated. We help you build wealth on the personal side without losing focus on the business.

Pre-sale

Position the business — and the owner
We work in advance of a sale to set up both the company and your personal finances for what the transaction will require.

Post-sale

Build the life that comes after
A liquidity event creates a very different financial life. We help you plan for it, then live it.

Nonprofit Organizations

Your endowment should support your mission. Not work against it.

Why we're built for this work

Certified B Corporation

First financial planning firm in Minnesota to earn it. We meet a standard most firms don't.

Member, US SIF

The leading organization for sustainable and impact investing professionals.

Board-ready support

We attend meetings. Brief committees. Communicate at the level your trustees need.

Mission-aligned IPS

We draft or review your Investment Policy Statement to align with your charitable purpose.