OCTAGON WEALTH MANAGEMENT

Our commitment is to help you, our client, accumulate, preserve and transfer your wealth and to do it with the highest levels of integrity and professionalism. We strive to fully understand and identify your financial and investment situation so we can design and implement a plan that helps you reach your goals... We are Octagon Wealth Management, and our focus is helping our clients envision their future and accumulate, preserve, and transfer their wealth. Our team believes in comprehensive wealth management and works closely with clients and their trusted advisors to ensure all aspects of their financial situation are considered and addressed. Working as an independent advisor allows us the freedom to choose the products and services that are right for each client without any restrictions or incentives... At Octagon Wealth Management we want you to feel like you have a partner on the same side of the table guiding and advising you along the way. Life's twists and turns are..

Primary location: Minneapolis United States