Partners Who Help Us Provide comprehensive wealth planning
We have relationships with First Dakota National Bank, Raymond James and outside advisors, such as CPAs, estate planning attorneys, trust administrators, mortgage brokers, and business valuation professionals.
We believe that doing so leaves us well-positioned to provide prudent guidance for every aspect of your life, every member of your family and every objective of your business. It enables us to essentially function as a full-service financial hub for all of your needs.
With your knowledge and consent, we will coordinate with your trusted professionals. We believe such collaboration allows for wealth planning that is both cohesive and comprehensive. It helps you better see the big picture of your financial life and enjoy the confidence of knowing that every detail is fully addressed.
Raymond James is one of the largest independent financial services firms in America
Raymond James helps support our efforts in many ways, with access to leading investment research, trading support, cutting-edge technologies and thought leaders on a full range of financial disciplines, including trust services, investment banking, wealth planning, professional asset management, insurance solutions and capital markets services.
