The Firm

Client relationships built on trust

We ask the right questions and listen carefully to provide objective, expert investment advice as well as financial and estate planning support.

We are a boutique wealth management firm that provides personalized services to individuals and institutions throughout the United States. As an independent, fee-based registered investment advisor, we tailor our services to your needs and goals.

Headquartered in Minneapolis, we are backed by Kansas City-based UMB Financial Corporation, a 100-year-old diversified financial services holding company with a proud history of passionate commitment to its clients, associates, and communities



Integrity, expertise, and commitment to our clients.

Our collective experience in financial services and client service is broad and deep. We work together to provide responsive, high-touch service.

Meet our people ›


A tradition rooted in community and trusted relationships.

We are a subsidiary of UMB Financial Corporation, founded in 1913 in Kansas City, Missouri. UMB is guided by doing what is right, not what’s popular. That foundational principle has served the company, its clients, and its communities well.

Learn more about our legacy ›

Guiding Principles

Eight fundamental touchstones that help pilot our business.

Simple words that guide our work and stand as our promise to you.

Read our guiding principles ›