Wilkinson Capital Management

Sawmill Trust is a multi-family office based in Minneapolis, MN, dedicated to the financial well-being of families across generations. Established by the Brooks family, the firm focuses on providing personalized investment strategies and comprehensive financial services while maintaining independence from large financial institutions. With a commitment to shared costs and a collaborative approach, Sawmill Trust serves over 30 families by addressing their investment, tax, estate planning, and household management needs. Their experienced professionals work diligently to ensure that each family receives tailored support, reflecting a deep understanding of both big-picture goals and specific financial details. 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.