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We are independent financial advisors who provide comprehensive financial planning and asset management for our clients.  Our independence means we offer objective advice without being tied to any specific product, company or service.  Comprehensive planning means we help our clients with everything from budget reviews to investment decisions and estate planning.  We specialize in helping our clients manage their assets for income and growth in an ever-changing economic environment.

The client is first.  Our relationship with our clients falls under a fiduciary standard, which is a professional and legal requirement to put the interests of our clients first.  This aligns our business model with our personal values to be of service to others, and to give much more to our communities than we take.  We charge appropriately for our service and advice, and have complete transparency with our fees.

Advisory Services offered through Capital Asset Advisory Services, LLC, a registered investment advisor.



Online Scheduling

Location:Wayzata Location change

Select a service to schedule an appointment.

  • Client Check-In
    This is a quarterly scheduled check-in for all existing clients.
  • Prospective Client Visit
    This is a one hour visit to get acquainted, learn more about you and your goals, and decide if we can help.



1907 Wayzata Blvd, Suite 320, Wayzata, MN, 55391


Mon9:00 AM-5:00 PM
Tue9:00 AM-5:00 PM
Wed9:00 AM-5:00 PM
Thu9:00 AM-5:00 PM
Fri9:00 AM-5:00 PM