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, joins CBS News Minnesota to discuss charitable giving.
12/16/2025
Newsroom
Dustin Smith, SVP, Financial Advisor, shares background on consumer confidence and how it can impact markets.
12/9/2025
Newsroom
Dustin Smith joins CBS News Minnesota to discuss having meaningful conversations over the holidays about money, intentions, and the kind of legacy you want to leave.
12/2/2025
Newsroom
Dustin Smith, Senior Vice President, Financial Advisor shares tips to keep holiday spending from derailing your finances.
11/25/2025
Newsroom
Dustin Smith, Senior Vice President and Financial Advisor, discusses Health Savings Accounts (HSAs).
11/18/2025