Epi Investigation

Legacy Advisors, based in Minneapolis, MN, is dedicated to empowering highly successful families in achieving financial wellness through a comprehensive range of planning services, including lifetime, investment, estate, continuity, and philanthropic planning. With over forty years of experience, their team of skilled professionals focuses on creating customized strategies that align with clients' values and long-term objectives. Understanding the unique challenges faced by affluent families, Legacy Advisors emphasizes the importance of integrating financial goals with personal character and values to help clients establish a lasting legacy. Their commitment to integrity and meticulous planning ensures that every aspect of a client’s financial affairs is thoughtfully addressed. Generated from the website

Guardian Wealth Strategies is a leading independent, fiduciary investment firm based in Minneapolis-St. Paul, specializing in providing personalized financial advice and plan design to help individuals and nonprofits achieve their investment goals. With a commitment to transparency and trust, they offer integrated financial planning services that go beyond asset management, coordinating investments, taxes, estate plans, and insurance to ensure better outcomes for their clients. As a fiduciary, Guardian Wealth Strategies operates with their clients' best interests in mind, free from conflicts of interest and proprietary funds. Their team of licensed professionals provides expert advice and plan execution, offering a true professional partnership that is built on transparency and trust. With a focus on personalized solutions, they strive to help their clients achieve financial success through tailored fiduciary advice and comprehensive financial planning.Generated from the website