A plan tailored for you For the goals you want to accomplish
CBM Group
952-475-9431
952-475-9460
855-551-6870
681 East Lake Street
Suite 354
Wayzata, MN 55391
Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.
Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
Derek Cherne has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2020
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