Broker Check

AM I FINANCIALLY READY?


What is my next milestone? 

 
Throughout life, you will achieve milestones and encounter change.  As your life evolves, your financial goals and needs also evolve.

Maybe you're starting your career and enrolling in your 401(k).  You may be saving for a wedding, or a new home.  Or maybe you're planning for what happens when it is time to slow down from working every day and focus on doing the things you've always wanted to do.

Life is full of transitions - are you financially ready for "what's next"?


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The Wealth Management Midwest Process

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.

STRAIGHT FROM THE FOUNDER

Our Commitment

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:


1


CONSULTATIVE   PROCESS


We go through an in-depth discovery process to understand our clients' values, goals, and priorities


2


COMPREHENSIVE GUIDANCE


A team approach that allows for innovation, specialization, and tailored, client-first focus


3


PERSONALIZED  SERVICE


A knowledgeable staff that delivers a high level of accessibility, responsiveness and follow-through


What is your Risk Number?


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Where it begins.

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.

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