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The Wealth Group is a full-service financial planning firm best suited for people who want to partner with our team of financial experts for all of their retirement planning and investment management.

We proudly work with clients in 28 different states (and counting), advising on over $450 million of assets. We’re happy to discuss your financial needs over the phone, on Zoom, or in a meeting in our office.

The Wealth Group

Minnesota office:

14850 Scenic Heights Rd

Eden Prairie, MN  55347

PHONE: (952) 937-9423

tennessee office:

8221 Horton Highway

College Grove, TN 37046

Phone: (615) 395-8600