Wealth Management
Why Choose a Fiduciary?
We believe you and your family are best served when you work with advisors who put your interests first. This is why we choose to adhere to a fiduciary standard, meaning, we are legally obligated to put our clients’ interests ahead of our own.
Your Priorities Are Our Priorities
Your goals drive our investment strategies. Many other financial planners in South Dakota and around the country have layers of excessive fees. Their fees erode your gains, bias their advice, and limit your investment options. Our fees are simply linked to the size of your account.
Meet the Team
“While it may seem obvious that your investment advisor should put your interests first, in reality it’s far from a given. In fact, it’s actually quite rare. We are proud to be among the less than 2% of advisors nationally who operate under a fiduciary standard.”
Adam Cox
Chief Wealth Management Officer