Swenson Jones Associates Overview

  • Service
  • Financing Advisory
  • Founded
  • 1989
Founded
  • Employees
  • 7
Employees

Swenson Jones Associates General Information

Description

Swenson Jones Associates is a financing advisory firm based in Wayzata, Minnesota. The firm provides various services such as risk management implementation, wealth transfer strategies, tax minimization techniques, lifestyle management and concierge services, Philanthropic-centered planning and family governance.

Contact Information

Year Founded
1989
Service Provider Type
Financing Advisory
Primary Office
  • 315 Lake Street East
  • Wayzata, MN 55391
  • United States
+1 (952) 000-0000
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Swenson Jones Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Swenson Jones Associates Team (6)

Name Title Deals Office Contact
Info
Michael Swenson Private Wealth Advisor & Managing Director Wayzata, MN
Jill Radermacher Senior Private Wealth Associate Wayzata, MN
Lori Hertzke Senior Private Wealth Associate Wayzata, MN
Westcott Jones Senior Vice President & Private Wealth Advisor Wayzata, MN
Scott Vogel Vice President & Private Wealth Advisor Wayzata, MN
You’re viewing 5 of 6 team members. Get the full list »