Getting you there. In life and legacy.

Aligning financial assets with personal goals.

Getting you there. In life and legacy.

Aligning financial assets with personal goals.

What we Do

Individual & Small Business Wealth Management 

Wealth Management

Our investment strategy is global strategic asset allocation. We manage customized portfolios that are risk appropriate for each client.

Financial Planning

We have our own proprietary one-page financial plan which can be up and running in draft form in an hour or less.

401(K) Solutions

Our 401(K) plan solutions are extremely cost competitive and simple to run. We focus on providing primarily low-cost index-based funds in our plans, and encourage participants to invest in simple automated funds such as target date retirement funds that make smart choices for them.

Our Proprietary Model

Our Proprietary One-Page Financial Model

Overview

Surprisingly, most people with $1 million do not have a financial plan. Without a financial plan you cannot confidently answer many important life questions such as:

  • Do I have enough money to retire?
  • When can I retire?
  • How much can I spend or gift per year in retirement?
  • How much money will I leave in the end as a legacy?

Plan Sample

Our proprietary model can be up and running in draft form in an hour or less, once we have the client’s personal balance sheet and a few other key inputs. The entire plan fits on one page, and that includes a graph of your retirement assets each year from now to age 90.

Our financial plan includes all the key financial factors in your life including your assets, future saving, pension income, social security, other income, college costs, etc. We do not charge extra for our financial planning, like many other advisors do. View Sample Plan>>

“I listen to clients to truly understand their financial and life goals, and then work with them on a plan to help achieve those goals.”

Keith Tufte • President, Investment Advisor, Cherry Tree Wealth Management

About Cherry Tree Wealth Management

(952) 253-6024

301 Carlson Parkway, Suite 103, Minnetonka, MN 55305

M-F: 8am-5pm, S-S: Closed

Cherry Tree

301 Carlson Parkway, Suite 103
Minnetonka, MN 55305

Cherry Tree Wealth Management (located in Minneapolis, MN) is an SEC registered investment advisor and fiduciary advisory firm.