Minneapolis, MN Financial Advisors | Brunker Wealth Management

Advice and advocacy for the goals that matter Private Wealth Management

Brunker Wealth Management has been helping generations of exceptional families pursue their financial goals for over 35 years. But our conversations often address other goals beyond the financial—like living a purposeful life, supporting the greater good of the community and leaving a legacy grounded in values. We believe these priorities are equally as meaningful.

As members of UBS Private Wealth Management, our training, deep understanding of complex wealth and access to firm-wide expertise and opportunities can help you pursue all that matters. Addressing your priorities in caring and creative ways, we are dedicated to building enduring relationships based on our mutually aligned interests and advice that grows with you, those you care about most and your evolving priorities.

Start the planning conversation

Brunker Wealth Management

612-303-5822

80 South 8th Street
Suite 2900
Minneapolis, MN 55402

Les Brunker is an industry leader

Forbes Best-In-State, MN, Wealth Advisors 2020

Wealth advice for a lifetime

How we plan and invest
We’ve designed our planning and investment processes to ensure we understand you financially and personally, and to help you understand our recommendations for moving forward. We begin with deep discovery conversations that identify your priorities, goals, concerns and values—all factors that contribute to financial decision making over time. From there we develop an investment allocation that is uniquely yours.

Lifestyle assets

Home(s)
Life insurance
Living expenses
Education expenses

Your diversified portfolio

Cash
Bonds
Stocks
Investment real estate
Alternative investments

Aspirational assets

Employer stock option awards
Real estate opportunities
Concentrated stock positions
Miscellaneous investment

Connecting families across generations

Instilling financial responsibility and steward
What is the best way to transfer my wealth to my children? How do I prepare my children for the financial responsibility? These are some of the many questions we can answer. Our team has the knowledge and experience to build a multigenerational plan for transitioning assets. We will work alongside you and your trusted tax and legal advisors to ensure the plan is well coordinated.

We look beyond the financial and connect across generations to address wealth transfer, family governance, family office governance and family business succession. Working with the UBS Family and Philanthropy Advisory Services team, we can also help you engage your loved ones in estate planning conversations and facilitate meetings to develop a family vision for your philanthropic interests and goals. We’re committed to actively providing financial education to help prepare your next generation to be responsible stewards of your wealth and legacy.

Delivering access. Tailoring opportunities.

Advanced planning
Together with our estate and trust specialists as well your tax and legal advisors, we’ll provide a complete a complete balance sheet review and current estate assessment that includes:

Asset titling and ownership
Asset replacement solutions such as life insurance
Estate tax liabilities management
Lifetime gifting strategies
Trust management
Inheritance planning

Purposeful philanthropy
We work with a dedicated team of philanthropy experts to design a strategy that addresses your current charitable goals for creating a real impact in the world. We also engage family members, providing education on topics such as philanthropy and strategies for the next generation.

Portfolio Advisory Group
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.

Global wealth management research
Drawing on our investment analysis and the global body of thought leadership and market insight of our Chief Investment Office (CIO), we help ensure clients are receiving the firm’s best strategic and tactical allocation guidance.

Building relationships that last

Advocacy, service and alignment of interests
As advocates for our clients and their families, we are truly committed to helping make their lives better. In every capacity, we strive to be our client’s “go-to” team, to create relationships that that are aligned with interests and to deliver prudent, caring advice. We don’t just want to provide a solution, we want to provide the right solution.

Going above and beyond
We believe our clients deserve service that goes above and beyond. Trust that we will go the extra mile to help you make the decisions that can have a major impact on your well-being today and tomorrow. How can we sum up a relationship with team? Our clients tell us they feel valued and understood. To us, there is no higher compliment.

Our perspectives

Insights