Meristem Family Wealth
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- Meristem is a unique independent wealth advisory firm. One that is steeped in partnership with you, focused on growing your invaluable financial assets and human capital. We go beyond the numbers with emphasis on your family and its core values.We treat your family as if its our own and we grow with you as your needs evolve. We assume the role of your Family Financial Officer (FFO) reviewing your holistic financial life helping you discover, communicate, and execute a legacy for your children, grandchildren, and community.The wealth management industry has changed dramatically over the past three decades. Independence and objectivity have been at the forefront of this changing landscape. Both professionals and consumers alike have sought out the independent Registered Investment Advisory (RIA) model.The partners of Meristem were early adopters of the independent advisory movement, creating their first firm, Advisors Financial Services, in 1999. A merger in 2003 created the Sage Partnership which later successfully acquired the Sargent Management Company, a 40 year old family office, forming what is today, Meristem
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Headquarters:601 Carlson Parkway Suite 800, Minnetonka, Minnesota, United States
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Phone Number: +1 952-835-2577
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Website: meristemmfo.com
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Employees:37
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Revenue:$1 - 10M
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Legal Name:Meristem Family Wealth
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Meristem Family Wealth's Social Media
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| NAICS Code: 561110 |
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Frequently Asked Questions regarding Meristem Family Wealth
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Where are Meristem Family Wealth's Headquarters?
Meristem Family Wealth's Headquarters are in 601 Carlson Parkway Suite 800,Minnetonka,Minnesota,United States
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What is Meristem Family Wealth's phone number?
Meristem Family Wealth's phone number is +1 952-835-2577
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What is Meristem Family Wealth's official website?
Meristem Family Wealth's official website is meristemmfo.com
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What is Meristem Family Wealth's Revenue?
Meristem Family Wealth's revenue is $1 - 10M
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What is Meristem Family Wealth's NAICS code?
Meristem Family Wealth's NAICS code is 561110
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How many employees are working in Meristem Family Wealth
Meristem Family Wealth has 37 employees
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What is Meristem Family Wealth's Industry?
Meristem Family Wealth is in the industry of Financial Services
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Who is Meristem Family Wealth's Chief Investment Officer?
Meristem Family Wealth's Chief Investment Officer is Patrick Regan