May 2016 | Spring at Flourish Wealth

Thursday, 12 May 2016

Welcome to Flourish InsightsTM for May. We hope you had an enjoyable Memorial Day as we honored the many people who have committed their lives to protecting our country. My family spent most of our time enjoying the good weather when it was available while getting excited for the end of another school year.

It has been a busy Spring at Flourish Wealth Management with multiple investments to enhance the client experience. We recently announced the addition of Mark Anderson, CFA, as the newest member of our team as Director of Wealth Management. Mark brings a strong investment background and excellent communication skills that will benefit our ongoing efforts to provide customized planning solutions. We have also made technology investments with an enhanced...

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  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • PHONE: 952.392.4474
  • FAX: 952.953.3310