Hours
| Day | Time slot | Comment | ||
|---|---|---|---|---|
| Mon: | 8:00 am-5:00 pm | |||
| Tue: | 8:00 am-5:00 pm | |||
| Wed: | 8:00 am-5:00 pm | |||
| Thu: | 8:00 am-5:00 pm | |||
| Fri: | 8:00 am-5:00 pm | |||
Teams at this location
COMPREHENSIVE WEALTH SERVICES in Plymouth, MN
Every detail of your big picture
Our Plymouth, MN team of financial professionals specializes in six core areas so that we can provide you with comprehensive wealth management services.
Investment management
Make the most of what you’ve earned.
Financial planning
Build the foundation for the life you want.
Retirement income planning
Keep earning even after you stop working.
Estate planning
Shape your legacy and plan for those you love.
Tax strategies
Keep more of what you earn with effective tax planning.
Risk management & insurance
Plan for the certainty of uncertainty.
Additional individual & business services
Beyond financial planning services, we can help you manage complex wealth considerations through our internal specialists and trusted partners. Our team of wealth planners can support you in these areas.
Resources from our advisors
Newsroom
Dustin Smith, Senior Vice President, Financial Advisor, discusses important benchmarks to consider before making the decision to retire.
3/25/2026
Newsroom
Dustin Smith, Senior Vice President, Financial Advisor, explains how biases can quietly influence portfolio decisions, sometimes in ways that may work against your long-term wealth goals.
3/17/2026
Newsroom
Dustin Smith, Senior Vice President, Financial Advisor, joins CBS News Minnesota to discuss the importance of estate planning.
3/11/2026
Newsroom
Dustin Smith, Senior Vice President, Financial Advisor, discusses the importance of beneficiary designations.
3/3/2026
Newsroom
CBS: Dustin Smith Featured in “How do you know when it’s time to start drawing from Social Security”
Dustin Smith, Senior Vice President, Financial Advisor, joined CBS News Minnesota to discuss a common question, “I’m 62, I don’t need Social Security to live on, should I take the benefit now and invest it for better returns?”
2/24/2026