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Home   /   Services   /   Wealth Management

  • Services
  • Benefit Planning
  • Business Owner Services
  • Educational Planning
  • Estate Planning and Wealth Transfer
  • Executive Benefit Strategies
  • Insurance and Risk Management
  • Long-term Care and Elder Care Planning
  • Organizational Services
  • Retirement Planning
  • Tax Planning
  • Wealth Management

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.

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MSPWM 2023 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Greater Midwest Financial Group, LLC (“Greater Midwest”) is an SEC registered investment adviser located in St. Paul, MN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Greater Midwest’s web site on the Internet should not be construed by any consumer or prospective client as Greater Midwest’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Greater Midwest’s current written disclosure statement as set forth on Form ADV, discussing Greater Midwest’s business operations, services, and fees is available from Greater Midwest upon written request. Greater Midwest does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 Five Star Wealth Managers which represents 14% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

©2023 Greater Midwest Financial Group.
All Rights Reserved.