Wells Fargo Advisors

Oxbow Industries LLC, based in Minneapolis, MN, specializes in investing in middle-market companies, completing over $3.0 billion in corporate financial transactions. The firm is dedicated to partnering with management teams to drive equity appreciation and build businesses that are not only larger but also qualitatively better. Targeting companies with revenues ranging from $20 to $250 million, Oxbow Industries seeks out outstanding leadership teams and operating partners whose expertise ensures long-term success. Their investment strategy reflects a commitment to excellence, fostering growth and innovation within their portfolio companies. Generated from the website

Diversified Wealth Management LLC is a leading financial services provider in Minneapolis, MN, offering a comprehensive suite of solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial planners and investment specialists, the firm specializes in providing tailored strategies for tax planning, retirement planning, investment management, estate and legacy planning, retirement plan implementation, business and succession planning, education funding, income strategies, and insurance and risk management.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy