Contact & scheduling
Pick the conversation that fits where you are.
Every first meeting is complimentary. Start with a quick call, or go straight to a full Explore meeting—in person at one of four Twin Cities offices, or by video from home.
Explore meeting
60 minutes · in person or video. We collect information, understand your story and goals, and you leave with clarity on your income plan, portfolio risk, tax exposure, blind spots, and what you’re really paying.
Schedule an Explore Meeting15-minute intro call
Phone. A quick introduction: what you’re looking for, and an overview of how Legacy Ascent works. No preparation needed.
Book a 15-Minute CallOffices
Four places to meet across the Twin Cities.
Choose whichever is closest when you book. Woodbury is our home office and mailing address.
Woodbury
2042 Wooddale Drive, Suite 250
Woodbury, MN 55125
Edina
5200 Willson Road, Suite 150
Edina, MN 55424
Bloomington
7900 International Drive, Suite 300
Bloomington, MN 55425
Minnetonka
12800 Whitewater Drive, Suite 100
Minnetonka, MN 55343
Or just reach out
Send a note and we’ll reply within one business day.
Monday–Friday, 9 am – 5 pm