This gives us tremendous insight into the trials and tribulations as wealth and business interests are passed down from one generation to the next.
But it also makes us keenly aware of the responsibility of new generations to sustain their wealth while honoring the values of those whose work and determination built such legacies.
The Fjell Capital team takes a highly organized and transparent approach to helping clients handle the financial decision-making.
We make use of leading technology to track and assess clients’ needs and objectives, to build practical financial plans, and to model potential investment portfolio recommendations.
Yet all our actions stem from the one-on-one conversations we have with our clients to truly get to know them and their families. We enjoy learning about their ambitions and their goals, and we empathize with their worries and concerns. These discussions reveal to us the most appropriate paths for our clients’ financial journey. And because of their importance, we ensure that our communications are regular, relevant and proactive.
The Fjell Capital team takes a highly organized and transparent approach to helping clients handle the financial decision-making.
We make use of leading technology to track and assess clients’ needs and objectives, to build practical financial plans, and to model potential investment portfolio recommendations.
Yet all our actions stem from the one-on-one conversations we have with our clients to truly get to know them and their families. We enjoy learning about their ambitions and their goals, and we empathize with their worries and concerns. These discussions reveal to us the most appropriate paths for our clients’ financial journey. And because of their importance, we ensure that our communications are regular, relevant and proactive.
This recognition follows his Number One ranking as North Dakota’s Next Gen Best-in-State Wealth Advisor by Forbes in 2019. Tom’s leadership delivers a highly differentiated experience that balances sophisticated planning with personal attention.
In addition to our academic backgrounds focused on Finance, Fjell Capital team members have also earned advanced industry designations, including:
For seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5.0 million.
For qualified professional advisors working with business owners on the challenges of succession and exit planning.
Which focuses on client-centered problem solving for both before and after retirement.
The most rigorous and prestigious financial planning certification a financial advisor can achieve. Focused on every aspect of a clients financial journey.
How can we serve you? We invite you to contact us today so we can help answer any questions you may have about your financial situation.
