Machtig and Associates, LLC. is a Minnesota Limited Liability Corporation - a private wealth management company incorporated since 1998, with offices located in Bloomington, Minn. and Destin, Fla. Over the past 25 years, founder Brett Machtig has refined his private asset management and planning skills, using state-of-the-art strategies, systems and colleagues to address planning, cash flow, insurance, tax reduction, diversification, private asset management consulting services and estate planning.

His investment model, "The Machtig Method™" is based upon investing in bargain companies and cost effective funds that make money and which have good growth rates as part of diversified portfolio focusing on minimizing risk exposure.

As author of Wealth in a Decade (McGraw-Hill 1996), Machtig has earned national recognition for his approach to investing. He has appeared on CNN, PBS and CNBC as both an opinion leader and author, and has helped many businesses and families plan to improve profit with sound financial principles.

Our firm has the skills necessary to handle all aspects of asset management. Our team has a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), a Registered Investment Advisor (RIA), a bilingual Spanish speaking Insurance Agent, a Former IRS Executive and IRS Enrolled Agent, a practicing Minnesota-based Attorney, a bookkeeper, a planner, and a stock analyst. We also have two attorneys by education, two tax preparers, a bi-lingual Spanish speaking Financial Planner; three sales support staff, two educators, three Private Asset Managers, five 401(k) Retirement Specialists, five Registered Investment Advisor Representatives, six Certified Public Accountants, three Business Specialists and five Insurance Professionals.

We have Securities licenses to do business in the following States: AL, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA and WI.