Wayzata Bay Private Wealth Management (PWM) was forged out of the calling to create a different kind of wealth management practice that always puts family first. Under the insight to end the industry norms of impersonal relationships and cookie-cutter solution, the group that would become Wayzata Bay PWM was pioneered.

Over the 20+ years since inception, the group has grown, yet the mission has stayed constant.  John, Scott, Stacy and Cally are bonded through the principles of faith and a client-centered approach. Character and conviction are the undercurrent that guides every facet of running their business with the highest standards.