About Us
Jeff Carlyle
Jeff is strong in tax as well as an independent registered investment advisor located in Chanhassen, Minnesota a suburb of Minneapolis. He shares his life with his two boys, two yorkies, and a bunny. When not working, he remains busy playing competitive tennis and coaching youth sports. He provides professional financial planning and investment advice as well as individual and business tax preparation. He will tailor to your personal financial circumstances. Working to design and help you achieve your personal lifetime goals.
We strive to maintain a long term relationship and commit to high quality proactive services. We will help you navigate your goals and dreams with peace of mind.
We do not use money management fee based planning. We love to meet new clients, get referrals and keep them.
Jeff has over twenty five years experience in the Investments, Estate Planning, Business Development, and Tax Subjects. Once an IRS auditor, he decided he wanted to be on the other side of the fence by helping people retain and maximize their earnings rather than forfeit them. He has earned the reputation and respect of managing client’s portfolio in good times and bad times. In combination of these, he has also incorporated his tax knowledge to exercise the importance of this alone in combination of the above. He will make sure you do not mis-manage your taxes that can ruin your investment portfolio.