US Trust Company

Thrivent Financial, based in Minneapolis, MN, specializes in helping individuals create personalized financial plans that align with their values and goals. The company's financial advisors offer services such as budgeting, retirement planning, and investment guidance, aiming to prioritize clients' aspirations while also fostering community support through volunteerism and charitable contributions. Committed to making a difference, Thrivent encourages clients to give back to their communities, having raised significant funds and logged millions of volunteer hours. Their approach includes comprehensive reviews of financial situations and actionable steps to help clients stay on track as their lives evolve. Generated from the website

Wabash Capital Management, based in Minneapolis, specializes in offering services designed to preserve and enhance the financial assets of their clients. With a focus on maintaining and growing financial resources, Wabash Capital Management is dedicated to providing tailored solutions to meet the unique needs of each client. Generated from their website's infomation

Oxford Financial Group, Ltd. - MinneapolisAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Minneapolis, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.