Minneapolis Wealth Management
4951 W 77th St.
Edina, MN 55435
Our wealth management team in Minneapolis can work with you to create a personalized financial plan designed for your big picture. We live by a fiduciary responsibility to put your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Tee It Up for the Troops, CHOICES Education Group, NAMI Hennepin County, In the Heart of the Beast Puppet and Mask Theatre, and Twin Cities Habitat for Humanity.
Meet your Minneapolis wealth management team
I became a financial advisor to build long-lasting relationships with clients and help the...View Profile
As a member of the Personal CFO team, I feel honored to be invited into the financial narr...View Profile
As an advisor, I understand financial decisions can be very overwhelming. My goal is to si...View Profile
I work closely to understand where clients are today, where they want to go in the future,...View Profile
I’m the growth and operations manager in our Portland office, meaning I help clients live ...View Profile
My goal is to inspire our partners and new clients on the value of the Personal CFO model ...View Profile
Talk to a Minneapolis financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."– Dan S., Brighton Jones client