Nepsis, Inc.

Minneapolis, Minnesota

5.0 (4 reviews)
Call (952) 746-2003 Visit website →

About

Nepsis, Inc. is a Minneapolis-based financial advisory firm offering estate planning, financial planning, investment management, tax planning, and insurance analysis. The firm serves high-net-worth individuals and families, with particular expertise in estate planning strategies such as trusts, charitable giving structures, and business succession planning. The company uses a proprietary planning process called the Clarity Roadmap and includes Malia Haskins as Vice President of Estate Planning among its team.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4:30PM, Tuesday: 8AM-4:30PM, Wednesday: 8AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-4:30PM, Saturday: Closed
SEC registered
No
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