Minneapolis Wealth Management
Minneapolis, Minnesota
4951 W 77th St.
Edina, MN 55435
Phone: 651.461.4872
Fax: 651.925.0217
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.
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Meet your Minneapolis wealth management team
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...
View ProfileAnnika Williams, CFA
I help by providing oversight and direction to our corporate retirement plan clients.
View ProfileColman Collins, CPFA®
As an advisor, I understand financial decisions can be very overwhelming. My goal is to si...
View ProfileCorinne Salera, CFP®
I work closely to understand where clients are today, where they want to go in the future,...
View ProfileDale Skogstad, CFA, CFP®
As a growth and operations manager, I help clients live a richer life by keeping things ru...
View ProfileErica Penner
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
As a senior lead advisor, I work to support other advisors and make sure they have the too...
View ProfileMatt Mormino, CFP®
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
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