Lundeen Abrams Advisors

David Thompson In Business since 1981David attended Bradley University and majored in Accounting. He started his professional career at Prudential Bache Securities as an account executive.On March 5, 1991, he founded Symmetric Investments, Inc, a registered broker-dealer. The fee-only subsidiary, Symmetric Advisors, Inc, was started in April 2000. In 2002, the broker dealer was dissolved Symmetric Advisors, Inc, was sold to Island Investment Services, a Nevis corporation. David is the creator of the Prism Grid portfolio concept.George Jacques In Business since 1969George graduated from New York University in 1963 with a B.S. in Economics. He started working at Bache & Co. in 1969, when it was the second largest brokerage house after Merrill Lynch.In 1992, after realizing that traditional Wall Street operating strategy did not have the individual customer in mind, he decided to join David Thompson as a principal of Symmetric Investments, Inc

The Minneapolis team has been defining the family office experience since 2015 and is proud to support families in the Twin Cities with comprehensive wealth management services. Our team, which includes CFP® Professionals, offers tailored, professional guidance to a diverse range of clients, including ultra-high-net-worth families and local executives with highly concentrated stock positions. We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively. We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.

At Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Golden Valley, MN area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.