Wealth Management Services
Position your portfolio for success.
Whether you’re saving for retirement or simply need help managing your portfolio, Greater Midwest Financial Group is here to help manage your wealth.
With almost 70 years of experience combined, our wealth advisors understand what it takes to make the most of the money you make.
Maximize your savings for the future.
Wealth management is made up of more than just your investments and retirement plan—it includes all of your assets, from business interests to real estate.
Your personal wealth advisor has the experience to help maximize your assets and build your wealth in a stable and “*diversified” way. We’ll work closely with you to understand your risk tolerance and income needs. Then we’ll capitalize on your resources to help meet your savings goals and enjoy a safe, secure future.
We’re proud to be Five Star Wealth Managers.
In conjunction with Mpls.St.Paul Magazine and Twin Cities Business, Five Star Professional has recognized an outstanding group of Twin Cities-area wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria.
In 2018, GMFG’s Donald Phillips, James Ronn and Robert won the Five Star Wealth award. By earning this honor, James, Robert and Donald have demonstrated a commitment to clients.
*Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.