The purpose of our practice is:

  1. Our responsibility is to always put the clients first, no matter what.
  2. Honesty and integrity is the cornerstone of our practice.
  3. We strive to be a source of education and guidance to not only you, but to your family.
  4. We are committed to being a financial resource guide for you. As situations arise in your life, we will seek the resources you need to be successful.
  5. Our reach extends beyond the state of Minnesota. Our clients reside coast to coast.
  6. Our technology resources make it simple to get the task at hand completed and to ensure you always have the ability to get your account information wherever you may be.

Latest Insights

Waiting

You can wait-and-see everything

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

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Tanker

Middle East: Ongoing conflicts, inescapable effects

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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Contact

Aurora Wealth Solutions Group

651-766-4924
awsg@rbc.com

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
advisor

Echelon Wealth Strategist

advisor

Wealth Strategist