Find investment advisors in Minneapolis

Tell us about your ideals, financial aspirations, and what you want your money to do for you. Then let us show you how to get there, help you succeed along the way, and empower you to Live the Life You LoveSM. I can show you how it's possible to Live the Life You LoveSM through pragmatic investing and a sound financial plan. Being a fiduciary means

There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Determine your potential long-term care needs and how long your current assets might last. Use this calculator to compare the future value of investments with different tax consequences. A number of questions and concerns need to be addressed

We work with families, professionals, business owners and corporate retirement plans. Empowering our clients to achieve financial clarity, independence and well-being is what we pride ourselves on. We accomplish this through our developed and refined process that we personalize to each client's needs. Our specialties include strategic investment planning

Ulland Investment Advisors (UIA) is a boutique investment advisory firm dedicated to building and securing our clients' wealth. For over 20 years, UIA has identified unique investment opportunities across both fixed income and equity markets. Today UIA offers multiple strategies to meet our clients' goals. UIA designs separately managed accounts to

Learn how to draw from other assets tax efficiently and considering the effects of inflation. Connect with one of our financial advisors today and we'll design a plan customized to you!. Monitor all of your investment accounts from one convenient and powerful dashboard, including advisor-manage, self-managed, and your 401k! When market changes affect

Walrus Partners has one goal: To help our Clients achieve their personal and family goals. We are committed to the belief that successful investing involves the practice of applying a consistent philosophy and process over time. We know that our principles of fundamental investing will be the basis for delivering long-term results to our clients. We

Castlelake, L.P. is a global private investment firm managing funds and vehicles with approximately $21 billion in assets on behalf of institutional investors. We are a relationship-oriented, preferred liquidity provider in complex, asset-rich opportunities. Castlelake's investment strategy entails identifying and unlocking value from high-quality assets

We believe that objective financial guidance is a fundamental need for everyone. We enable our clients to focus on what they do best-create the personal, long-term relationships that are the foundation for turning life's aspirations into financial realities. Through our proprietary technology and a suite of customized services, we enable our clients