Staples Financial, Inc. is an independent wealth management practice 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 seek to 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 better options for your personalized wealth plan.
Clients that are attracted to our firm are looking for a strategy driven approach and high level of service and oversight for their financial planning. Our firm only takes on a select number of new client relationships each year. This allows us to commit the appropriate time and focus to each new plan we complete. Often these relationships are a result of an introduction from one of our valued clients or the professional network we have built in the Twin Cities.