We are pleased to announce the opening of our Minneapolis office, led by Senior Wealth Advisor Priya Raman, CFP®, and Family Office Advisor Andre Castillo, CPA/PFS.
Minneapolis joins our offices in Charlotte, Nashville and Denver. Clients in every office work with the same integrated team of planners, CPAs, estate specialists and portfolio managers.
“We grew here because our clients did,” said Catherine Ashby, Founding Partner and CEO. “Several of our families have roots in the Twin Cities, and we wanted to be across the table from them, not on a screen.”
The new office is located downtown and is open for introductions by appointment.
