Our Approach

At Minneapolis Wealth Advisors, our goal is to provide exceptional, personalized client service that’s convenient. Each advisor on our team is highly-skilled and aligned with our firm’s unique commitment to a strategic and collaborative approach that delivers optimal client experience. Over the years in our practice, we have found that when teams of smart, highly motivated professionals work together toward the same goal, they have a greater chance of achieving it. With our knowledgeable team of advisors, we’ve identified three key principles that form the basis of how we conduct our practice:

  • We focus on outstanding service. We want our clients to successfully reach their dreams and goals, period. So we go the extra mile for them.
  • We cultivate a skilled, knowledgeable team that capitalizes on its group and individual talents. We work together to provide clients with top-notch financial planning services, tailored specifically to suit their immediate needs, as well as their visions for the future.
  • We continually strive for excellence, and we focus on helping our clients stay the course on their path to financial success. We use a disciplined approach and proactively communicate when opportunities arise in the market, or when it is volatile.

We successfully serve over 400 families with a team of professionals who have received national accolades and recognition. We’re here to help you reach your goals and live life on your terms, today and tomorrow.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Honored to receive industry recognition

We are honored and thankful to serve each of our clients and their families now and in the future – and we’re excited to share that Dan Polson has been recognized by Forbes on their America’s Top Next Generation Wealth Advisors for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)