Don't be convinced by a website. I will earn your trust and respect the right way. In person and in time. I'll keep it simple - you call, I call you back. You need advice, I'll give it. Good service, good advice and good old fashioned trust.
Other firms advertise a complimentary "first meeting." I meet with you until you're comfortable to move forward - whether it's one, two, three, or more times. Choosing the right financial professional is an important decision.
UnderDog Wealth Management, LLC is an independent, privately owned Registered Investment Advisor located in Maple Grove, MN. UnderDog exists to help middle class individuals and families that are underrepresented and underserved in the financial services industry. Wealth Management isn't just for the wealthy. I'm interested in helping the hardworking, average American.
Solid financial planning can happen over pizza and a beer just as well as steak and martinis. UnderDog has a simple, straightforward commitment to the following:
- The size of ones assets shouldn't exclude them receiving quality wealth management and a dignified retirement.
- Let's plan for your retirement. Not the retirements portrayed by the media or the guy next door. Every client is different: different goals, different dreams, and different resources. Every client I serve receives a customized financial plan that fits their unique circumstances.
IT'S NOT THE SIZE OF THE DOG IN THE FIGHT.
IT'S THE SIZE OF THE FIGHT IN THE DOG. Mark Twain