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Client Folder

Click here to access your meeting materials, meeting summary letters, and securely upload documents to Flourish.

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Client Portal

Click here to view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools.

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Schwab Alliance

Click here to access your Schwab account information, statements, tax documents, and transaction history.

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Flourish App

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go.

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Contact Us

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