Unique and Personal Client Experiences
Working with client’s to create value toward their future.
About Us
Cherry Tree Wealth Management, LLC (CTW) is a fee-only fiduciary advisory firm. Our professional and experienced advisors specialize in investment management coupled with holistic financial planning to align our client’s personal interests with their financial assets. We place clients at the forefront to understand their current situation and address the financial demands of today along with the increasing changes of tomorrow.
CTW is an SEC registered investment advisor and fiduciary advisory firm that designs personalized low-cost portfolios based on our clients current situation, resulting in a proprietary “One-Page Financial Plan”. We employ a team of fee-based professionals and experienced advisors, most of whom have professional designations such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).
CHERRY TREE WEALTH MANAGEMENT TEAM:
Pictured from left to right: Josh Denny; Justin Frys; Anna Ness; John O’Connor, CFA, CFP®; Keith Tufte, CFA, MBA; Chelsea Tufte, CFP®; Jennifer Christianson; Conner Kolodge, CPA/PFS, CFP®, CPWA®; and Jared Konen
FIVE STAR Wealth Managers 2016-2023:
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Cherry Tree Wealth Management is please to announce that many of our advisors have been named Five Star Managers for multiple years.
A Five Star Professional:
- Conducts comprehensive research
- Recognizes service professionals
- Partners with leading city/regional magazines
- Helps award winners gain the recognition they deserve
Aligning Interests
What does it all mean?
At CTW, aligning interests means our clients can feel confident knowing we have their best interests in mind. Getting you there in life and legacy isn’t just our mission; it’s our passion and commitment that we will do what we believe is right for you and your family. Always.
Fiduciary
CTW Registered Investment Advisors (RIAs) adhere to a fiduciary duty. This means our RIAs have an ethical and legal obligation to act and provide advice solely in your best interest. We make recommendations only if we are convinced the investment would be best for you.
Fee-Only
CTW is a fee-only fiduciary investment advisory firm. Our compensation comes directly from our clients. We are not compensated based on the company or products we sell therefore allowing CTW to build stronger relationships and levels of trust.
“Our approach is centered around value. Utilizing stated goals and objectives specific to each relationship, we focus our energy on being most valuable to the client in the areas they deem most important. Although each client relationship is unique, the underlying commonality is our pursuit to be a trusted financial partner.”
“Our approach is centered around value. Utilizing stated goals and objectives specific to each relationship, we focus our energy on being most valuable to the client in the areas they deem most important. Although each client relationship is unique, the underlying commonality is our pursuit to be a trusted financial partner.”
Why Choose Us
Experienced Team
A proven, long standing team of professionals dedicated to family wealth management principles that firmly positions CTW as an advocate for their client families.
Commitment
A commitment to discovering your financial needs and dreams and to directing a process that makes your unique financial goals a reality.
Proven Process
A proven wealth management process that focuses on building net worth while efficiently managing cash flows needed to serve a family’s life style needs and inter-generational planning requirements.
Robust Strategy
A robust investment strategy, built on exceptional academic research that delivers excellent risk adjusted investment returns and peace of mind.
Portfolio Management
In addition to dedicated portfolio management, a focus on complex life planning opportunities you face in enhancing and protecting wealth, transferring and donating wealth.
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.