First Minnetonka Investment Center
Your Goals. Your Strategy. Your Future.
You deserve an investment strategy built just for you, not a one-size-fits-all solution. Whether you're planning for retirement, growing your business, preserving your estate, or building wealth, we’re here to help protect and grow your assets with a plan tailored for your specific goals.
Disclaimer: Investing involves risks, including the potential for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss. Non-deposit products are not insured by the FDIC; are not deposits; and may lose value.
Who We Are
Knowledgeable Experts. Dedicated Advisors. Trusted Partners.
At First Minnetonka Investment Center, we’re more than financial advisors, we’re your trusted partners in building and protecting wealth. Our dedicated team takes a strategic, personalized approach to help you make informed financial decisions with confidence.
Have Questions? We Have Answers.
Navigating your financial future can be complex, but we’re here to help. Our advisors provide clarity and guidance on the questions you care about:
- When can I retire?
- When should I start taking Social Security?
- Are my investments working hard enough?
- Where will my retirement income come from?
- How can I help my kids pay for college?
- What are the key elements of a strong estate strategy?
- Do I have enough life insurance to protect my family?
- Should I consider Long-Term Care Insurance?
- How can I save on healthcare costs?
No matter your financial goals, we’re here to provide the knowledge, strategies, and personalized solutions to help you move forward with confidence.
Meet Your Advisors
The team dedicated to meeting your needs and exceeding your expectations.
Taylor Hubert
Financial Advisor
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Kristi Remus
Registered Client Service & Operations Manager
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What We Do
Strategic Solutions. Personalized Approach. Real Results.
Fueled by our commitment to excellence and client success, we provide top-notch financial planning services to help you reach your goals. We understand that no one strategy fits everyone, which is why we take the time to understand your specific situation and offer expert guidance and a wide range of investment options and products to meet your specific needs.
To keep you on track, we leverage innovative tools, like the ones below, alongside our investment management strategies.
Riskalyze – This award-winning technology quantifies risk with a unique Risk Number®, replacing subjective terms like “conservative” or “aggressive.” Built on a Nobel Prize-winning framework, it helps align your portfolio with your investment goals.
MoneyGuidePro™ – This interactive tool models key financial decisions—such as early retirement or Social Security timing—while factoring in market risk, healthcare costs, and more. It provides a confidence measure for achieving long-term goals. Access the portal via the button below; contact our team for details.
With expert guidance and innovative tools, we help you navigate your financial future with confidence and precision.
How We Do It
Active Management. Clear Communication. Confident Investing.
Leveraging our expertise and top-notch tools, we assess your risk tolerance, financial objectives, and investment preferences to recommend tailored investment strategies and products and craft a portfolio that aligns with your goals.
Smart investing isn’t just about the choices you make today; it’s about being nimble and ready to adapt to market changes, life transitions, and your evolving financial goals. That’s why we take a proactive approach, consistently monitoring market trends, analyzing portfolio performance, and adjusting strategies to optimize returns. Most importantly, we keep you informed every step of the way, ensuring clarity and confidence throughout your financial journey.
More than just managing assets, we’re here to provide the insights, strategies, and partnership you need for long-term success. Through regular portfolio reviews, ongoing education, and a commitment to compliance, we help you stay on track and in control of your financial future.
Products and Services
We offer a full suite of investment products and services designed to support your financial journey—whether you're planning for retirement, building wealth, or preserving what you’ve earned. With a thoughtful, client-first approach, we tailor every strategy to your unique goals, preferences, and timeline.
Wealth Management
- Financial goal planning
- Portfolio management
Retirement Planning
- Roth or Traditional IRAs
- Income strategies
- Social security optimization
- Tax planning
Business Investment Solutions
- Succession planning
- 401K Retirement Plans
- Smaller business SEP and SIMPLE Plans
Additional Services
- College Planning
- Life insurance
- Long-Term Care Insurance
Taking the Next Step
Whether you’re saving for your child’s college tuition, planning for retirement, or preparing for the future, our dedicated team is here to provide you with clear, actionable steps to help you move forward towards your goals. Reach out to our dedicated advisers to learn more or schedule your no-cost, no-obligation appointment.
First Minnetonka Investment Center is a registered branch of LaSalle St. Securities, LLC. Advisory services offered via LaSalle St. Investment Advisors, LLC. 940 N Industrial Dr, Elmhurst, IL 60126-1131. Taylor Hubert and Kristi Remus are registered representatives of LaSalle St. Securities, LLC. Securities offered by LaSalle St. Securities, LLC. a registered Broker/Dealer - Member FINRA/SIPC – Not a deposit – Not FDIC Insured – Not insured by any Federal Government agency – Not guaranteed by the bank – May lose value.
Discover more about our advisors and LaSalle St. Securities, LLC on FINRA's BrokerCheck.