Providing a Holistic Approach and Trusted Advice
Individual; Family; Business
A holistic approach to achieving financial success.
It all starts with a conversation. We make time and get to know your unique story by looking at the whole picture. Where you are, what you want to achieve and how Cherry Tree Wealth Management (CTW) can help you get there in life and legacy.
Investment Management
Our investment strategy is global strategic asset allocation. We manage customized portfolios that are risk appropriate for each client. Our investment funds are diversified, low cost, index-based, liquid, simple, and tax-efficient. We tilt our portfolios towards areas of the market that historically have provided premium returns such as value stocks and small company stocks.
Our Financial Foundations portfolios provide the initial building blocks to start building savings and then wealth. more>>
Retirement/Financial Planning
Our financial plans show clients how to reach their financial goals, and typically projects their life out to age 90. We have our own proprietary one-page financial plan which our clients love. Surprisingly, most people have never done a financial plan out to age 90.
PlanStrongerTV™ 502 Clip: Avoiding Retirement Financial and Tax Mistakes
Cherry Tree Wealth’s Conner Kolodge, CFP®, shares some tips on how to avoid mistakes and deal with the challenges of a successful retirement in an interview with David Holland, CPA, CFP®. >watch clip
401(K) Solutions for Businesses
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. These funds also prevent the most common mistakes we see employees making in their 401(K) portfolios. We also offer one-on-one meetings with our advisors to discuss their 401K plan holdings, or any other financial questions they may have.
Estate Planning Advice
We help clients come up with an estate plan which minimizes estate taxes, and provide the maximum benefit to their chosen beneficiaries. Our advisors also help families minimize the stress and disruptions that can often occur when a family member passes away.
Tax Advice
Our investment strategy and investment funds are very tax efficient, and we have significant expertise on how to invest in the most tax efficient manner.
PlanStrongerTV™ 502 Clip: Avoiding Retirement Financial and Tax Mistakes
Cherry Tree Wealth’s Conner Kolodge, CFP®, shares some tips on how to avoid mistakes and deal with the challenges of a successful retirement in an interview with David Holland, CPA, CFP®. >watch clip
“I crunch the numbers and take the time to really dig into financial decisions. Then I explain my findings in plain English and help you decide what is best for you. That’s a unique combination. In-depth analysis and understandable results.”
“I crunch the numbers and take the time to really dig into financial decisions. Then I explain my findings in plain English and help you decide what is best for you. That’s a unique combination. In-depth analysis and understandable results.”
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.