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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5201 Eden Ave, Suite 160
Edina, MN 55436

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

© 2025 Grandview

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  • Form ADV 2A
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  • 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.