Minneapolis Wealth Management

Minneapolis, Minnesota

4951 W 77th St.
Edina, MN 55435
Phone: 651.461.4872
Fax: 651.925.0217

Get in touch

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.

Driving directions

Meet your Minneapolis wealth management team

I became a financial advisor to build long-lasting relationships with clients and help the...

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Aaron Klein, CFP®

Advisor

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA

Advisor

As an advisor, I understand financial decisions can be very overwhelming. My goal is to si...

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Corinne Salera, CFP®

Lead Advisor

I work closely to understand where clients are today, where they want to go in the future,...

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Dale Skogstad, CFA, CFP®

Lead Advisor

I’m the growth and operations manager in our Portland office, meaning I help clients live ...

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Erica Penner

Growth and Operations Manager

My goal is to inspire our partners and new clients on the value of the Personal CFO model ...

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Glenn McMahon

Business Development Manager

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

Talk to a Minneapolis financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "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