You have many complex 'pieces' in your financial board of life. We analyze every detail to create wealth strategies that are fully integrated and think multiple steps ahead, much like one would do to win at chess. Are you craving more clarity and confidence in your financial plan? Have you been searching for a wealth manager who can bring all the pieces of your financial life together into one comprehensive solution?
Are you eager to work with a financial advisor who appreciates that your legacy is as important as portfolio returns? For more than 20 years, CAISSA has been the trusted financial advisor for women, business owners, executives and high-net-worth families, developing financial plans designed to meet them where they are.
Are you eager to work with a financial advisor who appreciates that your legacy is as important as portfolio returns? For more than 20 years, CAISSA has been the trusted financial advisor for women, business owners, executives and high-net-worth families, developing financial plans designed to meet them where they are.
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Kelly is the CIO of CAISSA Wealth Strategies and founded the firm in 2009. Specifically, she will be your lead for Investment planning, Tax Strategies and Estate Planning strategies.
Kelly is a farm girl from Northwest Iowa with two sisters, graduate of UNI, an avid Chicago Bears and Cubs fan, loves to travel to Europe, she has participated in 27 triathlons but never mastered any, loves golf but hasn't mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji or on Lake Minnetonka with her husband, Bob and sons, Dillon and Tommy, and dog (boxer) Charlie.
Kelly is a farm girl from Northwest Iowa with two sisters, graduate of UNI, an avid Chicago Bears and Cubs fan, loves to travel to Europe, she has participated in 27 triathlons but never mastered any, loves golf but hasn't mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji or on Lake Minnetonka with her husband, Bob and sons, Dillon and Tommy, and dog (boxer) Charlie.
CAISSA Wealth Strategies is a Registered Investment Advisor (RIA) firm based in Minneapolis, Minnesota. With CAISSA, our clients receive financial leadership that incorporates all their financial pieces following a comprehensive and sustainable approach to wealth management. Our unique approach and fiercely devoted client commitment are what sets us apart.
We know that successful financial planning requires an understanding of you and your unique situation. That's why we provide unparalleled attention to you, the client, as we develop smart strategies to help you understand your finances and plan ten steps ahead. The day you start working with CAISSA is the day you stop worrying about your finances.
Our CFP (Certified Financial Planner) team takes great pride in our approach to financial planning. We believe your personal financial plan is your essential guide that must be updated, reviewed, and stress-tested continually. The value we bring to our clients is in our attention to detail, experience, and the knowledge to not only think ahead, but to think outside of the box.
Our team of Investment Advisors' philosophy is not one of frequent trading or timing markets, but instead focused on intense due diligence to assemble the best portfolio yielding the most efficient returns. We do this by going beyond the numbers and vetting each portfolio manager in person. Once your portfolio is assembled, we then lean into areas of opportunity and the asset classes where you will be rewarded.
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