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.
Education Materials
Tips for getting you there, in life and legacy.
“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.”
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
Minnetonka, MN 55305
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.