Wealth Management Midwest was started in 1988 with the goal of providing clients with unbiased financial services and advice along with a superior commitment to prompt, courteous, high quality customer support that is unsurpassed in this business. We care about our customer’s finances and what is important to them. We want you to be comfortable in knowing that information provided to us by you, and information relating to investments will be held in strict confidence.
Wealth Management Midwest is an investment services firm with all securities being cleared through LPL Financial. As reported by Financial Planning Magazine, LPL Financial is the number one independent brokerage firm in the nation* and manages over $250 billion in total assets. Because LPL Financial offers no proprietary products and engages in no investment banking activities, we are able to provide unbiased investment recommendations. This allows us to integrate a broad scope of investment products including stocks, bonds, annuities, and mutual funds.
At Wealth Management Midwest when we say experience the difference, we mean it. From the moment you walk in the door, you are treated like family. We have a unique relationship with our clients. We make it our business to know your goals, so we can help you develop a plan designed to pursue them.
20 North Lake Street, Suite 310
Forest Lake, MN 55025