WEALTH MANAGEMENT SERVICES
Wealth management is a holistic process designed to help you grow and protect your financial assets. Through our partnership with Hemingway Wealth Management, you gain comprehensive investment advisory and financial planning for your overall tax and financial goals.
What is Wealth Management?
True wealth management is about understanding your life, your priorities, and the future you want to build. Through our relationship with Hemingway Wealth Management, clients have access to wealth management and financial planning resources designed to support long-term growth, tax efficiency, and financial stability.
Strengthened Through Our Partnership with Hemingway Wealth Management
Advisory Services are provided through Investment Advisor Representatives of United Planners Financial Services, Member SIPC and an SEC Registered Investment Advisor, doing business as Hemingway Wealth Management. United Planners, Hemingway Wealth Management and Strategic Tax & Business Consultants are independent companies.
Contact Our Medina Office
(763) 476-5987
883 Meander Court
Medina, MN 55340