Grandview

Grandview

Wealth Management in Edina, MN

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  • Our People
  • Expertise
  • What to Expect
  • Prospective Clients
  • Contact Us
  • Client Login
    • Fidelity
    • American Funds 529 Plan
    • Addepar
    • Grandview Client Portal
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Your Partner in
Financial Freedom

Personalized wealth management to help you live your best life

Here for you, for your family, for life.

At Grandview, we believe no one should walk their financial journey alone—because when you have a trusted partner who offers personalized perspective and guidance, it frees you to focus on what matters most to you without worrying about the future.  

As your financial partner, we come alongside you, listen to your concerns and desires, and help you implement tailored strategies that protect and maximize your wealth. We look at your whole financial picture, providing clarity, direction, and wise counsel for every season and situation. Our goal is to empower you and your family for generations, so you can enjoy life knowing someone you trust is looking out for you.  

We Are

Proactive

We regularly review your progress and make proactive recommendations to help you stay on track and maximize opportunities. And whenever you have questions or need guidance, we’re here, ready to help.

Client-Centered

We build strong relationships with our clients, allowing us to get to the root of what you want most for your life. Our goal is that you feel heard, understood, and empowered as we walk you through the planning process.

Equipped

With our strategic alliances and robust in-house team, we have access to a wealth of knowledge and resources to support your financial goals.

Grandview Logo

5201 Eden Ave, Suite 160
Edina, MN 55436

Call: 612-416-3222
Click Here to Email Us

© 2025 Grandview

Form CRS

  • Form ADV 2A
  • Disclosures
  • Privacy Notice
  • BCP
  • Wrap Fee Program Brochure

Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”)
a SEC-Registered Investment Advisor doing business as Grandview Square Financial. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit are not affiliated companies.