Brian Liberty
Financial Advisor
Wealth Management Specialist

11 East Superior Street
Suite 220
Duluth, MN 55802
Phone: 218-279-3614
Fax: 218-279-4015
Toll-Free: 866-546-0050
Direct: 218-722-9000
Contact Us

Map & Directions

"The Pursuit of Financial Freedom"

Financial Freedom is the security of knowing you have a plan designed to reach your goals.   Wealth management is a full circle approach, combining goal focused financial planning and professional money management.  We provide wealth management strategies to successful individuals and their families in the pursuit of financial freedom.

Financial planning:  Services include education funding, estate planning, insurance and retirement planning. If you want to know where you are at today and could end up financially in the future, these services may benefit you and your family.  We will work with your other advisors or help you find the services you will need to make your plan work.

Investment planning:  Our expertise is in creating and managing investment portfolios, investment policies and performance reports for each of our clients' accounts. We recommend a wide range of investment strategies that can use individual equities, taxable and tax-exempt bonds, annuities, mutual funds, or money managers. Our goal is to control risk and return.

We invite qualified investors to see the difference that we believe we can make in your financial journey. With professional investment management, guidance and advice, you will have more time to enjoy the important things in your life.