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Committed to your Ongoing Service and Guidance

Financial Services are defined as a federal critical infrastructure sector by U.S. DHS

This means the work we do is deemed essential to the economy and we can continue to do business

Team members at all of our locations are ready and happy to help, feel free to call any location

Bloomington, MN @ 952-955-9781 | River Falls, WI @ 715-425-2408 | Willison, ND @ 701-864-3815

If you are experiencing a matter of urgency, and are unable to reach us at one of our locations, you may call LPL directly at 800-877-7210






Welcome to Personal Wealth Partners

Your Dreams, Our Focus

Why Personal Wealth Partners?

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your success.

Experience

Experience

Our advisors are attorneys, CERTIFIED FINANCIAL PLANNERS™ and CPAs, with advanced degrees in tax law. We bring several decades of combined experience in personal financial planning and wealth management at leading firms, including Ameriprise, Deloitte, H. Beck, Fidelity, KPMG, US Trust and Mayo Foundation.

Innovation

Innovation

We will strive to stay on the cutting edge of effective money management and planning techniques, and we’re devoted to investing in leading research and technology tools. 

Collaboration

Collaboration

Our goal is to holistically merge and understand your financial world.  Therefore, we work closely with you and your other advisors to integrate investments, employer benefits, taxes, estate plans and charitable goals. 

Commitment

Commitment

We will always remember that you, our clients, are the most important part of our company.  We’ll take the time to get to know you and provide sophisticated, personalized service built on your earned trust and confidence.