NetworkยทFamily Office
๐ MINNETONKA, MN
SEC CRD #801-77035
Home | Mattson Wealth Management 110 Cheshire Lane, Minnetonka, MN 55305 (952) 463-4367 james@mattsonwm.com Login Custom Wealth Management We create strategies that are tailored to your needs and goals. Learn more Lifelong Financial Guidance Years of experience have prepared us to guide you through your life transitions. Learn more A Value-Based Investment Firm Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more Wealth Management, Tailored To You Financial Strategy: It's In Our DNA We ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Mattson Wealth Management, we know how to disrupt the status quo and want to help you do the same. It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we ll leverage your goals with smart financial advice, to ensure that you re in the driver's seat for years to come. Don t be satisfied with tradition. Take control, free yourself, and live the life you want. Ready for the next step? We can help. Learn more Our Three-Step Process Assess Data-driven analysis is the foundation for everything we do. Learn more Strategy Individualized strategies ensure that your goals are always a priority. Learn more Manage Our comprehensive financial management means we're ready to address your every need. Learn more
STEVE CORLESS
VP, CCO
๐ (612) 347-8600
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AUM
$3.1B
Check Size
$4.4Bโ$4.4B
Location
MINNETONKA, MN
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