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We are Octagon Wealth Management, and our focus is helping our clients envision their future and accumulate, preserve, and transfer their wealth. Our team believes in comprehensive wealth management and works closely with clients and their trusted advisors to ensure all aspects of their financial situation are considered and addressed. Working as an independent advisor allows us the freedom to choose the products and services that are right for each client without any restrictions or incentives. 

Much like the octagon, there’s more than one side to our firm. We provide our clients with comprehensive wealth management to meet every aspect of their financial lives including:
  • Financial Planning
  • Investment Advisory Services
  • Retirement Income Planning
  • Capital Preservation
  • Insurance (Life, Disability, & Long-Term Care)
  • Estate Planning
  • Charitable Giving
  • Business Succession Planning
We’re always ready and available to guide and support our clients throughout life's transitions managing your investments and financial affairs as a trusted partner. 
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Contact Us
Octagon Wealth Management, LLC
1650 W. 82nd Street, Suite 850
Minneapolis, MN 55431
P: 952-885-2700
F: 952-885-0995

Registered Principal offering securities, insurance, and advisory services through FSC Securities Corporation, member FINRA/SIPC.  Additional insurance services offered through Octagon Wealth Management, LLC which is not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AZ, CO,FL, GA, IA, IL, MN, & WI.  No offers may be made or accepted from any resident outside the specific states referenced. 

IMPORTANT CONSUMER INFORMATION - A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Terri Bloom and Molly Stoffel are not registered with FSC Securities.

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