Investments, Management, and Wealth

These three terms that often get thrown around when it comes to those in the financial services world. It seems everyone has a different definition of what they mean and expectations around three key words – Investments, Management and Wealth. Here are the three key terms defined according to Merriam-Webster dictionary.

Wealth

abundance of valuable material possessions or abundant supply. If you are reading this, chances are you don’t feel or think you are wealthy. I suspect you are probably in the top 1% of wealthy individuals in this world. You may not feel or believe that, but I suspect I can prove it to you. It really wouldn’t be hard, it’s more of a mindset once you see the numbers.

Investment

the outlay of money usually for income or profit. The goal of most investors is to make profit. We want and need our money to grow to help reach our personal and professional goals. That also includes funding our retirement, sending our kids to college, taking that nice vacation, and the list goes on. You’ve worked hard for your money and you’d like your money to work hard, too.

Management

the conducting or supervising of something. It’s so much easier having someone competent do something for you, isn’t it? It’s when you want to hire someone for a particular job because you have no desire to learn or have no interest in doing it yourself.

When it comes to these three areas – Investments, Management, and Wealth – our clients seek expertise; hence why they work with St. Croix Advisors. Let’s have a conversation about how we help our clients reach their financial goals and how we prepare our clients to manage their wealth as they prepare for their retirement and to enjoy their golden years.

I’m ready! What’s the next step?

St. Croix Advisors, LLC is a Registered Investment Advisory firm with locations in New Richmond, WI and Woodbury, MN.Disclaimer