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Bridgewater Bank is committed to being the finest entrepreneurial bank in the Twin Cities. Providing simple banking solutions and responsive service to consumer and commercial clients in an unconventional banking environment sets this dynamic young bank apart from its peers. A large shareholder base is primarily comprised of successful real estate and seasoned small business entrepreneurs. Offering an owner`s perspective, the managing founders deliver unparalleled industry knowledge and dedication to meeting the unique needs of each individual client.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
bank of ny mellon is a Pittsburgh, PA-based company in the Financial Services sector.
Badgerland Farm Credit Services is a Baraboo, WI-based company in the Financial Services sector.
MWR Financial, where lifestyle and legacy connect. For more information on how you can become a MWR Financial member today and Make Wealth Real, contact us at support@mwrfinancial.com