Thoughtful medium-close portrait of a senior financial advisor in a sunlit modern office, soft natural window light, muted navy and gold tones, shallow depth of field, 35mm
Thoughtful medium-close portrait of a senior financial advisor in a sunlit modern office, soft natural window light, muted navy and gold tones, shallow depth of field, 35mm
Connect With Us
Our Leadership

Guiding wealth with structured clarity.

We translate complex corporate equity and transition planning into quiet, enduring strategies for high-net-worth families.

Editorial film portrait of Sarah Leitzke, professional attire, soft natural window light, muted navy tones, shallow depth of field, 35mm
Editorial film portrait of Sarah Leitzke, professional attire, soft natural window light, muted navy tones, shallow depth of field, 35mm
Editorial film portrait of Marcus Vance, professional attire, soft natural window light, muted gold tones, shallow depth of field, 35mm
Editorial film portrait of Marcus Vance, professional attire, soft natural window light, muted gold tones, shallow depth of field, 35mm
The Advisors

Dedicated Strategists

Our partners bring institutional-grade expertise and absolute discretion to the management of your private wealth.

Sarah Leitzke

Marcus Vance

Managing Partner
Director of Wealth Strategy

Sarah specializes in complex executive compensation and multi-generational legacy planning for corporate leaders and business owners.

Marcus focuses on structured equity transitions and corporate benefit alignment, ensuring absolute clarity across fragmented portfolios.

Our Core Philosophy

We construct quiet, enduring frameworks that protect your family legacy.

True wealth management is not about chasing short-term market noise. It is the disciplined alignment of your corporate equity with your long-term personal legacy.

Connect With Us

Begin the conversation.

Schedule a private consultation at our Minnetonka office to discuss your transition planning.