Truly integrated wealth management

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Mortenson Financial Services Mission Statement

Mortenson Financial Services’ mission is to empower individuals and businesses with comprehensive financial planning solutions that help pave the way to secure and prosperous futures. We’re dedicated to the highest quality client service delivered with professionalism and warmth, and we’re passionate about partnering for the long-term with clients to tailor financial solutions that make a valuable difference in their lives. Whatever your priorities are, we're your partner with the expertise, advice, guidance, and support to empower you throughout and beyond your lifetime to plan for the future you want, decide how you’ll care for your loved ones, and determine the way you choose to give back and the legacy you’ll leave.