Updated 45 days ago
11100 Wayzata Boulevard Suite 510 Minnetonka, MN 55305
The road to financial security can take many twists and turns along the way. Our goal at LifeStage Wealth is to help you navigate each stage of your financial life to enhance your long term financial goals and dreams. Our experienced and responsive staff takes great care to partner with our clients by providing personalized and comprehensive planning. Since 1988 when our firm started, our clients have expressed an appreciation for our transparency, frequency of communication, and how much they like doing business with people they trust and feel confident we are working for them with their best interest at heart... Through our Technical Allocation Program, we monitor our clients' portfolios on a monthly basis. In addition, we conduct quarterly phone updates and weekly e-mail updates. We meet each client at least annually and many semi-annually to update and advise on all financial issues. We are always available for client-initiated phone calls and e-mails throughout the year... Our..