Who We Serve
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)
I would like a trusted advisor to help me create a thorough financial plan in line with my life goals
I would like to build a financial legacy to pass on to loved ones and/or causes I am passionate about
I would like consulting regarding a particular financial issue or concern
I prefer to meet once or twice per year to review my plan
I want a strategic plan to work with my tax, insurance, and estate professionals and referrals to other specialists
I want help understanding the tax consequences of significant life events (retirement, investments, homeownership, college funding, charitable giving)
Cedrus Wealth Group
1887 Station Parkway NW
Andover, MN 55304
Main Office: 763.400.3224
Fax: 612.445.8551
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC marketed as Cedrus Wealth Group.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Cedrus Wealth Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.