Sophisticated Wealth Management

Your Complex Needs Are Managed By Our Comprehensive Approach

We’ve built a client service structure that offers you three distinct levels of support, each offering a wide range of investment and wealth management tools and successively more robust service.

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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Or call 952-470-5049 or email us at info@aurochsfinancial.com.