United Brokerage Services

The Minneapolis team has been defining the family office experience since 2015 and is proud to support families in the Twin Cities with comprehensive wealth management services. Our team, which includes CFP® Professionals, offers tailored, professional guidance to a diverse range of clients, including ultra-high-net-worth families and local executives with highly concentrated stock positions. We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively. We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.

Lake Street Wealth Management, led by Senior Vice President Daniel Berger, is dedicated to building lasting relationships through insightful financial advice tailored to clients' priorities and life goals. With over 30 years of experience in the financial services industry and a strong commitment to community involvement, Berger emphasizes a holistic approach in wealth management focusing on liquidity, longevity, and legacy strategies. As part of UBS Financial Services, Lake Street Wealth Management leverages a robust global wealth management framework, offering clients support in navigating market challenges and opportunities. Through its innovative UBS Wealth Way model, the firm aims to turn possibilities into actionable financial plans, recognizing the distinct needs of its clients across various time frames. Generated from the website

At Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Golden Valley, MN area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.