Independent wealth advisory in Minnetonka, Minnesota

AdvisorNet Financial is a trusted institution located in Minnetonka, Minnesota, offering a wide range of financial services including insurance agency and wealth management. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance coverage or personalized wealth management strategies, we are here to provide expert guidance and support. Visit us at 110 Cheshire Lane to learn more about how AdvisorNet Financial can help you plan for a brighter financial future.

Raymond James is a finance institution located at 206 Minnetonka Avenue South in Wayzata, Minnesota, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your investments, or protect your assets, the experienced professionals at Raymond James are dedicated to providing expert guidance and support. Visit their office in Wayzata to learn more about how they can help you secure your financial future.

Cresset is a finance institution located at 701 Carlson Parkway in Minnetonka, Minnesota, United States. They specialize in reinventing family office and private wealth management, offering goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As an independent firm, Cresset adheres to strict SEC regulations and operates with True Fiduciary® Standards, ensuring that client interests come first. They provide direct access to institutional-quality private investments and do not have hidden costs or fees. Cresset has received recognition for their services from Barron's and SHOOK Research, showcasing their commitment to excellence. Cresset Capital Management, along with its subsidiaries and affiliates, offers investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services for investment vehicles focusing on private equity, real estate, and other opportunities.

Jirak & Associates - Ameriprise Financial Services, LLC is a finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. Ameriprise Financial was recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. They offer comprehensive financial advice and a wide range of solutions to help clients live brilliantly now and in the future. With a focus on serving clients' interests, they prioritize providing top-notch service. Their financial advisors are registered to do business in certain U.S. states and can be found on FINRA's BrokerCheck website. They offer initial consultations to discuss financial planning concepts and help determine an appropriate investment strategy based on individual risk tolerance. Ameriprise Financial cannot guarantee future financial results, but they strive to help clients achieve their financial goals. Clients can expect personalized attention and expert advice from Ameriprise Financial Services, LLC.

Nash Meland - Investment Advisor Representative is a finance and insurance agency located at 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States. As the Managing Director for the Minnesota Business Center of Principal®, Nash works with individuals, families, and businesses to create strategies to help clients achieve their financial goals. With a focus on giving people the financial tools and confidence to live their best lives, Nash and his team are dedicated to educating and developing professionals to deliver solutions that meet clients' goals. Nash is licensed to offer insurance products and securities in Minnesota, Arizona, and Idaho. He is a member of GAMA, NAIFA, and the FPA. Nash, who grew up in Delano, now lives in Minnetonka with his wife and son. In addition to his professional work, Nash enjoys hockey, golf, and spending time with family at the cabin.