Our process begins by meeting with you to discuss the things that are most important to you. This allows us to better understand your values and your financial priorities. Next, we help you organize your financial information so you understand everything you have and how those resources can fit within your overall strategy. Your financial assets, coupled with the right strategy, should help you live your best financial life. We develop a strategy to help you build confidence that your financial goals are accurate and achievable. Finally, we help you track progress towards those goals.
Wealth Management Midwest is a Minnesota-based, independent Financial Planning and Investment Management firm providing tailored advice to a select group of individuals, families, and businesses both locally and around the country. Our mission is to partner with our clients to help them develop their goals and create a plan to achieve them.
Our commitment to this mission is defined by three-core principles:
We go through an in-depth discovery process to understand our clients' values, goals, and priorities
A team approach that allows for innovation, specialization, and tailored, client-first focus
A knowledgeable staff that delivers a high level of accessibility, responsiveness and follow-through
What is your Risk Number?
It begins with a conversation to uncover the “why” behind your life’s goals. How we can help you make those goals become a reality is an on-going process throughout our relationship with you. Next, we help you create a strategy and organize your financial life to prepare for the unexpected. You will build the confidence you need to take control of the life you want to lead. Everything has a beginning.