Split Rock Private Trading & Wealth Management is a registered investment advisor located in Duluth and Cloquet, MN. They offer portfolio management services, retirement plans, financial planning, and tax planning to individuals and business owners. With over 160 years of combined service, they follow the philosophy of protecting against downside risks while aiming for long-term growth. As a fee-only firm, they prioritize their clients' best interests and provide conflict-free advice.
Split Rock Private Trading is committed to creating custom portfolios that align with clients' goals and risk tolerance, ensuring affordable and efficient retirement plans, and helping clients navigate their financial journey from working years to retirement and beyond. They believe in personalized investment strategies tailored to each client's unique needs and objectives, while emphasizing the importance of cost-effectiveness and avoiding emotional decision-making. As a top 10 independent investment firm in 2022, Split Rock Private Trading is dedicated to providing transparent and reliable wealth management services.
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