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Private Wealth Strategy

Striking a Balance

Business Owners, Complex Financial Situations, Tax Strategies, etc.

  • I am in need of a detailed strategy to pass on my financial legacy to my family and/or causes I am passionate about

  • I would like a Wealth Advisor to help me create a comprehensive financial plan and protect my estate and assets

  • I have $1 million or more invested in various assets that need to be managed by professionals

  • My financial situation is complex and I prefer regular/quarterly meetings

  • I want a Wealth Advisor to coordinate with my other financial professionals

  • I want help with complex tax strategies concerning my income and investments (business ownership, properties in multiple states, charitable trusts)

Andover Office

1887 Station Parkway NW

Andover, MN 55304 

Minneapolis Office

811 LaSalle Ave. Ste 200

Minneapolis, MN 55402

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Andover (Main Office): 763.400.3224

Minneapolis Office: 612.488.0090

Privacy Policy 

This website is a publication of Cedrus Wealth Group.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Broker Check 

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