Octagon Wealth Management

Octagon Wealth Management is a finance institution located in Bloomington, Minnesota, United States. We offer a range of services to help our clients envision their future, accumulate, preserve, and transfer their wealth. Our team believes in comprehensive wealth management and works closely with clients and their trusted advisors to address all aspects of their financial situation. As an independent advisor, we have the freedom to choose the products and services that are right for each client without any restrictions or incentives.

At Octagon Wealth Management, we provide comprehensive wealth management services summarized as 8 key areas. We are always available to guide and support our clients through life's transitions, managing investments and advising on financial affairs as a trusted partner. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC.

Please note that the information provided is for informational purposes only. We make no representation as to the completeness or accuracy of information provided on external websites. Our services are available to individuals residing in specific states listed on our website. Check the background of our investment professionals and learn more about what sets Octagon Wealth Management apart from other financial advisors.