Helping you achieve financial success


With a long history of financial services experience, our team provides customized solutions and the highest level of client service to individuals, families, and corporations. We strongly believe a team approach helps enhance your experience and improve performance. Based on your goals, time horizon and feelings about risk, we create a clear plan and strategy—tailored to your unique needs—to help you preserve, build, enjoy and share your wealth, with an eye toward maximum tax efficiency.

We know that when you choose a financial advisor, you're not just trusting them with your assets—you're trusting them with your future. We are honored by the confidence our clients have in us, and we look forward to earning your trust each day. Please contact us to learn more or set up a meeting.

 

How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

Take the next step

We would love the opportunity to discuss your wealth management goals and how we can be of service to you. Even if you already have an advisor, it never hurts to get a second opinion. Call us today at (612) 371-7784 to schedule a complimentary, no-obligation portfolio review. It’s a risk-free way to get a “sneak peak” at what your client experience will be like when you invest with us.
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Meet the team

Learn more about Nicollet Investment Group