Stillwater Wealth Management

Stillwater is a historic city along the St. Croix River that is considered by many to be the birthplace of Minnesota. The Certified Financial Planners (CFP®) and support staff at St. Croix Advisors has been helping clients in the Stillwater area with all their financial planning needs for over 15 years.

Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at info@stcroixadvisors.com.

Stillwater Certified Financial Planner®

Financial consulting can help you plan for your future and keep your wealth working for you. Here are some of the services we offer at St. Croix Advisors:

  • 401k & IRA Retirement Planning
  • Financial Planning
  • Financial Consulting
  • Wealth Management

In the individual financial planning realm, we have four separate service levels that vary based on your individual needs. Here are the four levels (click to learn more about each): Wealth Management, Investment Advisory, Financial Planning, and Financial Consulting.

 

Stillwater Retirement Strategies

Investment research and selection are two major aspects of creating a financial investment strategy, but another aspect involves financial plan design surrounding your investments, such as what type of retirement plan best suits your wealth management goals and objectives. A host of retirement plan options are available to businesses from SEP’s, Solo 401(k) plans, 401(k) plans, to Profit Sharing plans to name a few.

Many business owners’ incomes are too high to qualify for a Roth IRA even though the business owner would like to contribute to a Roth IRA.

Online Financial Resources for Stillwater Clients

Here are some web resources for Stillwater clients. Hopefully you find them useful!

Minnesota Wealth Management

Successful financial planning takes knowledge and experience. Brett Anderson is a Certified Financial Planner (CFP®) who has been providing wealth management services to Stillwater residents for 15 years. Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at info@stcroixadvisors.com to talk about your financial future.

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