For 16 consecutive years we have been on the Minneapolis/St. Paul Business Journal’s Largest Wealth Management Firms list. We are excited to make the list again this year!

If you are like most people we have talked to, turning the calendar to 2021 was a welcome event as many were anxious to leave 2020 behind. For our team, however, 2020 was a year of significant change and we want to share some of the exciting things that are happening here!