Wealth Management Services in Maple Grove, MN
Find Your Freedom
Building wealth is one challenge. Transitioning it, protecting it, and passing it on are another. The most consequential decisions — a business exit, a liquidity event, a wealth transfer to the next generation — require advisors who work together. We coordinate across your full advisory team — your CPA, your attorney, your business broker — so every major decision is made with intention, not in isolation.
Our focus is simple: helping business owners get the most out of what they’ve built, and helping families make sure it lasts.
Our comprehensive services include business exit and succession planning, tax-efficient wealth strategy, financial planning, estate and legacy planning, multigenerational wealth transfer, investment management, retirement planning, and business owner retirement plans.
YOUR WEALTH WAS BUILT WITH INTENTION. WE HELP MAKE SURE WHAT COMES NEXT IS TOO.
Business Exit & Succession Planning
Tax-Integrated Wealth Strategy
Multigenerational Wealth Planning
Resources
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
We proudly serve clients across the United States, including California (Indio, Redwood City), Colorado (Colorado Springs), Florida (Sarasota), Iowa (Huxley), Minnesota (Alexandria, Andover, Apple Valley, Arden Hills, Baxter, Becker, Blaine, Bloomington, Brooklyn Park, Buffalo, Burnsville, Cambridge, Champlin, Chanhassen, Chaska, Cohasset, Columbia Heights, Coon Rapids, Corcoran, Cottage Grove, Deerwood, Delano, Edina, Eden Prairie, Elk River, Eagan, Excelsior, Falcon Heights, Farmington, Forest Lake, Frederic, Fridley, Golden Valley, Ham Lake, Hastings, Hopkins, Hudson, Inver Grove Heights, Lake Elmo, Lakeville, Lancaster, Long Lake, Mahtomedi, Maple Grove, Maple Plain, Maplewood, Mendota Heights, Minnetonka, Minnetrista, Montrose, Mound, New Brighton, New Prague, Orono, Plymouth, Prior Lake, Ramsey, Richfield, Rogers, Rosemount, Savage, Shakopee, Shelby, Shoreview, Shorewood, Spring Lake Park, St. Bonifacius, St. Louis Park, St. Paul, Stillwater, Victoria, Waconia, Watertown, White Bear Lake, Woodbury, and Wyoming), Nebraska (Shelby), New Mexico (Albuquerque, Rio Rancho), North Carolina (Greenville, Oak Ridge), South Carolina (Fort Mill, Lancaster), Utah (Park City), Washington (Olympia), and Wisconsin (Frederic, Hudson, Madison).
Disclosures:
Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity.