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952-831-8243

Why Brett?

DEDICATED TO HELPING SUCCESSFUL PROFESSIONALS, RETIREES & BUSINESS OWNERS ACHIEVE, GROW, SUSTAIN AND PROTECT WEALTH FROM THE AUTHOR WHO WROTE THE BOOK ON “WEALTH.”

Helping Successful Professionals, Retirees & Business Owners ACHIEVE, GROW, SUSTAIN & DISTRIBUTE WEALTH


BIOGRAPHY – PERSONAL HISTORY, SUCCESSES, CHALLENGES & PHILOSOPHIES

  • Firm quietly manages $361 million for 83 institutions and 850 families
  • Client-Centered, Award-Winning, Minnesota-based
  • Trusted, Accessible, Genuine, Competent, Caring
  • Fee-based, no load, cost-effective asset management


Read about Brett’s Personal History


If you own a business you need to read our
“Business Owner’s Guide to Financial Freedom.”

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