Minneapolis Wealth Advisors

Our Story

At Minneapolis Wealth Advisors, our goal is to provide exceptional, personalized client service that’s convenient. Each advisor on our team is highly-skilled and aligned with our firm’s unique commitment to a strategic and collaborative approach that delivers optimal client experience.

Over the years in our practice, we have found that when teams of smart, highly motivated professionals work together toward the same goal, they have a greater chance of achieving it.

With our knowledgeable team of advisors, we’ve identified three key principles that form the basis of how we conduct our practice:

We focus on outstanding service. We want our clients to successfully reach their dreams and goals, period. So we go the extra mile for them.
We cultivate a skilled, knowledgeable team that capitalizes on its group and individual talents. We work together to provide clients with top-notch financial planning services, tailored specifically to suit their immediate needs, as well as their visions for the future.
We continually strive for excellence, and we focus on helping our clients stay the course on their path to financial success. We use a disciplined approach and proactively communicate when opportunities arise in the market, or when it is volatile.

We successfully serve over 600 families with a team of professionals who have received national accolades and recognition.We’re here to help you reach your goals and live life on your terms, today and tomorrow.


CA Insurance License #0H74280



“Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.”