Lawrence Cumpston & Associates

Rexford Cattanach | Keats Group is a fiduciary wealth advisory firm located in Lake Elmo, MN, dedicated to providing tailored financial planning services for business owners, executives, and retirees. With a focus on comprehensive risk management and tax-efficient strategies, they prioritize their clients' unique stories and financial goals over traditional investment models. The team specializes in addressing the complexities faced by mid and late-career professionals, particularly those with substantial assets in pre-tax retirement accounts or private business ownership. By offering services like business valuation, estate planning, and ongoing tax coordination, they aim to preserve family wealth and optimize retirement income for their clients. Generated from the website