Your Plan, Our Promise

Wealth Management

Everything we do is based on You! We strategize with you to reach all your financial goals and objectives. What matters most to you, helps us orchestrate your Best Plan!

Investment Management

A portfolio designed specifically to achieve your desired lifestyle.

Lifestyle Management

We take on the time and worry so you can be free to do what matters most to you.

Working with Kowalski Financial

We are client focused

Just like our clients are each unique, our Promise means learning about you, understanding and respecting your goals, and developing a plan for you that helps you achieve your dreams. A plan that just “feels right” to you. YOUR PLAN.

We are partners

We work with a network of professionals and associations to manage every aspect of your financial life under one relationship.

We are a fiduciary

Every situation is different, and we act in our client’s best interest. We evaluate KF’s success based on how our clients are doing. We act on your behalf and we put your interests ahead of our own.
“The only thing that makes KF successful is to first make our clients successful.”

Kowalski Financial Inc.

Metropoint Tower
600 Highway 169 South
Suite 655
Minneapolis, Minnesota 55426
(952) 297-8589
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We offer complimentary “table top” financial planning meetings to determine whether what we do is right for you