Our firm has been a leader in wealth management for more than 25 years. Ross Levin and Wil Heupel partnered in 1987 to build an organization dedicated to authentic client relationships and forward-looking, collaborative services. Our long history and supportive teamwork translates into more thorough and seamless service for you.
We have grown significantly over the years, bringing in a new principal, Kathy Longo, in 2001. Ms. Longo’s experience in working with families on intergenerational planning and philanthropy complemented our firm’s values and services. Our 35 staff members have extensive experience and educational backgrounds.
We were initially based in the unique warehouse district of Minneapolis and now occupy our own 16,500-square-foot building in Edina, Minnesota. Our artfully designed space reflects our contemporary approach to financial planning.
Over the years, our firm and principals have been recognized as national leaders in the premier wealth management industry. Our dedication to giving back, both to our industry and to our community, has received acclaim as well.
Most importantly, our success and growth have generally come from the referrals of our satisfied clients and the dedication of our superior staff. Our partnership with the people we serve is far more important than any other recognition we’ve been given.