Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.


Nate Wenner Headshot
"The fact that I work for my clients as a fee-based financial planner enables me to focus on the most important aspect of my work – my clients. "

Nate Wenner

Principal, Regional Director

Minneapolis / St. Paul