Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as one of America’s Top Wealth Managers in Wealth Manager magazine; Among the first investment advisors globally to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX)
Expanded by opening an office in Bloomington, Minnesota; Principal Justin Stets earns the AIF® (Accredited Investment Fiduciary) designation, representing a commitment to the highest standards of investment fiduciary excellence
Opened a new office building in historic downtown Hastings, Minnesota; celebrated the 10th annual sponsorship of the Northfield Jingle Bell Run/Walk
$1 billion of assets under management
Establishment of ViaForte – Wealth Strategy and Insurance Advisors; Principal Justin Stets named President of Zero Alpha Group
Ranked #2 in CNBC’s 2015 Top 100 Wealth Management Firms in the U.S.
Returned to downtown Rochester, Minnesota; Recognized as Business of the Year by Hastings Chamber of Commerce; Named a Top 100 Small Business by the U.S. Chamber of Commerce; $1.5 billion of assets under management