The 30 Best Personal wealth management in Edina, Minnesota

U.S. Bancorp Investments - Financial Advisors: Zach Decou is a finance institution located at 4100 West 50th Street in Edina, Minnesota, United States. Our team of experienced financial advisors, led by Zach Decou, is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, we are here to help guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Business Owner Succession Strategies is a finance institution located at 8000 West 78th Street, Edina, Minnesota, United States. We specialize in helping business owners plan for the future of their businesses, particularly in terms of succession planning. Our team of experienced advisors can assist you in determining when and how to exit your business, as well as who you may want to sell it to. Mark, Ryan, Fred, and Maarten are our skilled advisors who each bring a unique set of expertise to the table. Mark, the president of the Exit Planning Institute, Twin Cities Chapter, focuses on helping business owners navigate the sale of their businesses and transition into retirement. Ryan specializes in asset management, retirement income planning, and business planning. Fred works with clients on estate planning, wealth management, and insurance. Maarten, a Certified Exit Planner Advisor, assists business owners in planning their exits and utilizing the Value Acceleration Model.

Merrill Lynch Financial Advisor K. Peter Smith is a prestigious finance institution located at 6868 France Avenue South, Edina, Minnesota, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's individual needs and goals to create a customized financial plan. By drawing upon research in behavioral finance, they use the Investment Personality Assessment to refine their clients' investing preferences. The institution offers a range of services, including personalized wealth analysis and ongoing reviews to ensure clients stay on track to achieve their financial goals. Merrill Lynch Wealth Management Advisors prioritize the client's needs and provide comprehensive financial solutions to help them reach their goals. With a focus on personalized service and expertise, Merrill Lynch Financial Advisor K. Peter Smith is committed to helping clients achieve financial success.

Brighton Jones is a finance institution located at 200 Southdale Center in Edina, Minnesota, United States. Our team of financial experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Brighton Jones is here to provide personalized solutions tailored to your individual needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world with confidence. Visit us at our Edina location to see how Brighton Jones can help you secure a brighter financial future.

Robert Kaufman - Raymond James is a reputable finance institution located at 3600 Minnesota Drive in Edina, Minnesota, United States. With a strong focus on providing personalized financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at Robert Kaufman - Raymond James is dedicated to delivering top-notch customer service and tailored financial strategies to meet the unique needs of each individual client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert Kaufman - Raymond James is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Cathy Prose - Financial Advisor at Ameriprise Financial Services, LLC is located at 7701 France Avenue South, Edina, Minnesota, United States. Specializing in finance, Cathy Prose holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing comprehensive financial planning services, Cathy Prose is dedicated to helping individuals and businesses navigate their financial goals and needs with expertise and commitment.

The Hatlestad Group, located at 5201 Eden Avenue in Edina, Minnesota, is a finance institution dedicated to empowering individuals to confidently live their next chapter. Specializing in helping clients align their money decisions with their values and goals, The Hatlestad Group offers personalized financial planning services to ensure a life of purpose and fulfillment. With a focus on retirement planning and navigating the complexities of finances, taxes, and laws, The Hatlestad Group partners with clients on a journey of discovery and reflection to create a financial plan tailored to their unique mission, vision, and values. Working with a CERTIFIED FINANCIAL PLANNER™ professional, clients receive individual attention to help them achieve financial well-being and adapt to life’s inevitable changes.

U.S. Bancorp Investments - Financial Advisors: Joseph Ott is a finance institution located at 4100 West 50th Street in Edina, Minnesota, United States. With a focus on providing expert financial advice and guidance, Joseph Ott and his team offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, U.S. Bancorp Investments is dedicated to helping you make informed decisions and secure your financial future. Contact Joseph Ott and his team today to schedule a consultation and start building a personalized financial plan tailored to your needs.

Mike Bongaarts - Raymond James is a reputable financial institution located at 5200 Willson Road in Edina, Minnesota, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their assets and investments effectively. With a team of experienced professionals, Mike Bongaarts - Raymond James strives to provide personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, this institution is dedicated to helping you achieve your financial goals.

Birchwood Financial Partners is a leading finance institution located at 3300 Edinborough Way in Edina, Minnesota, United States. Our team of experienced financial professionals are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Birchwood Financial Partners is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Cahill Financial Advisors is a reputable finance institution located at 7261 Ohms Lane in Edina, Minnesota. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and transparency, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and see how Cahill Financial Advisors can help you reach your financial goals.

Promus Financial Group LLC is a finance institution located in Edina, Minnesota, United States. Serving professional advisors and individuals who prioritize their families and communities, we offer personalized financial consultation services. Our experienced team, with over 20 years in the financial industry, is dedicated to guiding you through complex financial decisions and ensuring your best interests are always prioritized. We believe in providing genuine care, consistent communication, and honest feedback to all our clients, regardless of their wealth status. As fiduciary advisors, we are committed to putting your goals and growth potential first, offering recommendations based on your individual needs. Our team specializes in estate planning, business succession, retirement, and risk management, ensuring a comprehensive vision for your financial future. We believe in building strong relationships based on trust and respect, and we are passionate about helping clients achieve their dreams and milestones.

Jason Heath is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7212 Metro Boulevard in Edina, Minnesota, United States. Jason holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jason's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Jason is committed to providing comprehensive and personalized financial advice to his clients, ensuring they achieve their financial goals and objectives.

David James Scott - Financial Advisor, Ameriprise Financial Services, LLC, located at 7601 France Avenue South, Edina, Minnesota, United States, is a trusted finance institution that prioritizes the goals and needs of its clients. Specializing in investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance, David James Scott works closely with clients to track progress and make adjustments as life changes. With access to investments and accounts from any device, clients can securely monitor their progress towards financial goals. As a part of Ameriprise Financial, a highly respected wealth management company, clients benefit from the expertise of the Ameriprise Investment Research Group, ensuring informed decision-making in changing market conditions. Those considering financial planning can schedule a complimentary initial consultation to learn more about services offered. Ameriprise Financial Services, LLC emphasizes privacy and security, providing clients with peace of mind when managing their finances.

Bennett Cooper is a financial advisor at Ameriprise Financial Services, LLC located at 7212 Metro Boulevard, Edina, Minnesota, United States. Bennett Cooper holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bennett Cooper's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Bennett Cooper is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Bennett Cooper for expert guidance on your financial goals and needs.

Louis E Taylor is a financial advisor at Ameriprise Financial Services, LLC located at 7701 France Avenue South in Edina, Minnesota, United States. With a focus on providing personalized financial advice, Louis E Taylor can help you achieve your financial goals. Each Ameriprise advisor has their own top areas of focus, so be sure to review Louis E Taylor's background, credentials, and experience to see if their approach aligns with your needs. To get started, simply fill out the "Request consultation" form on their website and Louis E Taylor will reach out to schedule a complimentary initial consultation. Let Louis E Taylor help you take control of your financial future.

Jeffrey Dobbelmann is a Financial Advisor at Ameriprise Financial Services, LLC located at 7601 France Avenue South, Edina, Minnesota, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, CDFA, CEP™, CExP™, CFA®, CFP®, CFS, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLTC, CLU®, and more. Jeffrey Dobbelmann specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and staying current with industry trends and best practices. Contact Jeffrey Dobbelmann today for expert financial advice and personalized wealth management strategies.

Bridget Root is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 7601 France Avenue South in Edina, Minnesota. With a focus on providing personalized financial solutions, Bridget Root helps clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or managing your wealth, Bridget Root offers expert advice and guidance to help you make informed decisions. With a commitment to excellence and a passion for helping clients succeed, Bridget Root is a trusted partner in navigating the complexities of the financial world. Contact Bridget Root today to start building a solid financial foundation for tomorrow.

Miriam Hobart is a trusted Financial Advisor at Ameriprise Financial Services, LLC located at 7650 Edinborough Way, Edina, Minnesota, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Miriam is well-equipped to provide expert financial advice and asset management services to individuals, retirees, small business owners, high net worth clients, and more. Specializing in areas such as estate planning, retirement planning, investment strategies, and insurance products, Miriam is dedicated to helping clients achieve their financial goals. Whether you need assistance with wealth transfers, federal taxation, portfolio management, or long-term care planning, Miriam has the knowledge and expertise to guide you through the complexities of financial planning. Contact Miriam Hobart today for personalized and comprehensive financial advice tailored to your individual needs.

Robert Shinar is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7212 Metro Boulevard in Edina, Minnesota, United States. Robert holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Robert's expertise in various areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Robert provides top-notch financial advisory services to individuals and small business owners.

Aimee Sybrant, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3600 Minnesota Drive in Edina, Minnesota, offers a wide range of financial services. Aimee holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. She is dedicated to helping individuals and small business owners navigate the complexities of financial planning. Whether you are looking for advice on annuities, retirement planning, or estate planning, Aimee Sybrant is a trusted professional who can guide you through the process with her specialized knowledge and commitment to ethical practices. Contact Aimee Sybrant today for expert financial advice and personalized service.

Brian Macdonald - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7650 Edinborough Way, Edina, Minnesota, United States. Brian Macdonald holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Brian Macdonald is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Brady Ellis - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 7701 France Avenue South, Edina, Minnesota, United States. Brady Ellis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. The institution offers a wide range of financial planning services, including retirement planning, wealth transfers, and investment opportunities for retirees and small business owners. With a focus on ethical practices and comprehensive knowledge of financial planning concepts, Brady Ellis provides personalized financial advice to help clients achieve their financial goals.

Dennis B G Rowland is a financial advisor at Ameriprise Financial Services, LLC, located at 7601 France Avenue South in Edina, Minnesota, United States. With years of experience in the finance industry, Dennis provides personalized financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Dennis is dedicated to helping clients navigate their financial future with confidence. Contact Dennis B G Rowland today for expert financial advice and guidance.

TorchLight Advisors is a finance institution located at 5201 Eden Avenue in Edina, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TorchLight Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Raymond James Financial Services is a prominent finance institution located at 5200 Willson Road in Edina, Minnesota, United States. With a reputation for excellence and expertise in financial services, Raymond James offers a wide range of investment and wealth management services to its clients. Whether you are looking for retirement planning, investment advice, or wealth management strategies, Raymond James Financial Services has a team of experienced professionals ready to help you achieve your financial goals. Trust in Raymond James for reliable and personalized financial solutions tailored to your individual needs.

CFG Retirement is a leading finance institution located at 4550 West 77th Street in Edina, Minnesota, United States. We specialize in helping individuals plan for a secure and comfortable retirement. Our team of experienced financial advisors offers personalized guidance and tailored solutions to help clients achieve their retirement goals. With a focus on long-term financial planning and wealth management, CFG Retirement is dedicated to providing top-notch service and support to our clients. Visit us today to start planning for your future with confidence.

The Tuttle Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Southdale Center, Edina, Minnesota, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. We prioritize regular reviews and updates to ensure your financial plan remains on track as life circumstances evolve. With secure online access, you can monitor your investments and track progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, with additional information available on FINRA's BrokerCheck website. We adhere to strict privacy and security measures to protect your personal information. Trust us to help your friends and family members achieve their financial aspirations. Contact us today to get started on your financial journey.

Duff Heitzman, a financial advisor at Ameriprise Financial Services, LLC located at 7212 Metro Boulevard in Edina, Minnesota, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment management, and wealth preservation, Duff Heitzman is dedicated to providing expert advice and guidance to his clients. With a strong background, credentials, and experience in the finance industry, Duff Heitzman is well-equipped to help clients navigate the complexities of financial planning. To schedule a complimentary initial consultation with Duff Heitzman, simply fill out the "Request consultation" form on the website and he will reach out to you to discuss your financial goals and create a customized plan to help you achieve them.

Tufford-Hughes and Associates is a reputable finance institution located at 4536 France Avenue South in Edina, Minnesota, United States. Specializing in financial planning, investment strategies, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today and see how Tufford-Hughes and Associates can help you reach your financial aspirations.