Staples Financial, Inc. is an independent wealth management firm based in the Twin Cities. We work with a select group of retirees, business owners, and individuals to help them pursue success in their financial plans.
Our firm uses a consultative approach that focuses on 13 Wealth Management Issues we have identified as common to many of our clients. By prioritizing these issues and integrating with your other professional advisers, we can ensure that your financial needs are met.
As independent advisers your plan will be systematically implemented objectively. Because our advice, products, and loyalty are not to a single company or specific investment, we can focus on providing the best solutions for your personalized wealth plan.