“Investors work hard to accumulate their money. Why they put it into investments they don’t understand or know enough about is both a mystery and a tragedy.”
– Mark Pearson
We believe that many investors suffer from uncertainty when it comes to understanding why they are invested the way they are. By knowing what you own and why you own it, you can build better wealth for a better life.
That’s why we Invest With Clarity®. Let us help you find peace of mind in your investing. We invite you to meet for a no cost, no obligation Investment Stress Test®.
Let’s start building better wealth for better life.
Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.
Kurt Obermiller
Wealth Advisor
8674 Eagle Creek Circle
Minneapolis, MN 55378
P: 952-746-2003
E: kobermiller@investwithclarity.com
Take the Investment Stress Test®
SEE HOW MUCH CLARITY YOU HAVE IN YOUR PORTFOLIO AND WHETHER YOU KNOW WHAT YOU OWN AND WHY YOU OWN IT.
Kurt works with CPAs to deliver value to their business owners and high-net-worth clients. He believes that when you sit down with a client and their CPA or attorney, and have them join the conversation, strong ideas and structures are created. Additionally, he feels that having all three advisors (CPA, Attorney and Wealth Advisor) discussing a client’s needs, as a team, lets clients concentrate on the things that are important to them.
Prior to Nepsis®; Kurt’s background consists of International Business and Insurance which eventually led to developing strategic partnerships. Those experiences brought him into working in a family office, which worked comprehensively with high-net-worth families. He strives to channel his past experiences into his role at Nepsis® and works to help provide clarity in his clients lives and over all portfolios.
Kurt enjoys spending time with his wife Sandy and their four children.
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