Business PARTNERS AND Community AFFILIATIONS

Our Business Partners...

We carefully select service providers and 3rd party consultants who have and will provide the highest quality services for our clients and investors.  Their successes are built up on industry leading services and consistency.  

Schwab Advisor Services

 Schwab is a clear favorite of wealth management firms. Nearly 3 out of 4 wealth management firms with over $1 Billion aggregate assets under management have custody with Schwab.  


 Over 7,500 independent financial advisors of all sizes depend on Schwab. 

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RIA in a Box

 The acronym RIA stands for Registered Investment Advisor. RIA in a Box® provides the leading compliance solution for investment  advisors. 


The firm has helped over 3,500 investment advisors start an RIA firm and provide ongoing monthly compliance assistance to over 1,700 SEC and state-registered RIA firms across the country. 

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MoneyGuidePro

MoneyGuidePro is the first collaborative internet-based financial planning software that offers a unique client-centered approach.  The goal-based planning approach is meaningful to the client and more productive for the advisor.

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Our Community Affiliations...

We are affiliated with established organizations with history of contributions to the Twin Cities communities. We are proud to be members, board members, and volunteers to such groups that provide us sense of leadership and community.    

Korean American Association of Minnesota

The vision of this association is to promote Korean identity to the next generation, build cooperative relationships with various Korean American organizations, strengthen the unity of Korean Americans in Minnesota, and establish a Korean cultural center for future generations.

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Thursday Musical

Thursday Musical, one of the oldest arts organizations in the country, was founded in 1892 by group of 12 women from Minneapolis, MN.  Thursday Musical has a legacy of providing innovative and affordable concert programs to Twin Cites audiences. 

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Minneapolis Sailing Center

The Minneapolis Sailing Center (formerly Lake Calhoun Sailing School) is a non-profit 501(c)(3) community sailing school.  MSC has grown to one of the largest sailing schools in the U.S. with enrollment of more than 1000 sailors last summer. 

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Financial Planning Association

​FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.  

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