Dedicated to Helping Successful Professionals, Retirees & Business Owners Achieve, Grow, Sustain and Protect Wealth From the Author Who Wrote the Book on “Wealth.”

Helping Successful Professionals, Retirees & Business Owners ACHIEVE, GROW, SUSTAIN & DISTRIBUTE WEALTH

Biography – Personal History, Successes, Challenges & Philosophies

  • Firm quietly manages $361 million for 83 institutions and 850 families
  • Client-Centered, Award-Winning, Minnesota-based
  • Trusted, Accessible, Genuine, Competent, Caring
  • Fee-based, no load, cost-effective asset management

Read About Brett’s Personal History

 

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