Octagon Wealth Management

1650 W. 82nd Street, Suite 850
Minneapolis, MN 55431
  • 952-885-2700

Why Choose Us?

Find out what makes us different from other financial advisors and why you should choose us to partner with to manage your investments and guide you through retirement.

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Our Services

Learn what services we can provide and how we charge for our services.

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We are Octagon Wealth Management, and our focus is helping our clients envision their future and accumulate, preserve, and transfer their wealth. Our team believes in comprehensive wealth management and works closely with clients and their trusted advisors to ensure all aspects of their financial situation are considered and addressed. Working as an independent advisor allows us the freedom to choose the products and services that are right for each client without any restrictions or incentives. 

Much like the octagon, there's more than one side to our firm. We provide our clients with comprehensive wealth management to meet every aspect of their financial lives including:

  • Financial Planning *
  • Investment Advisory Services *
  • Retirement Income Planning *
  • Capital Preservation
  • Insurance (Life, Disability, & Long-Term Care)
  • Estate Planning
  • Charitable Giving
  • Business Succession Planning

We're always ready and available to guide and support our clients throughout life's transitions managing your investments and financial affairs as a trusted partner.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck