Based in Minnesota, Ledge Wealth is a fee-based independent, registered investment advisory firm that provides unbiased investment advice and legacy planning for high net worth individuals, families, and business owners across the United States. You have the right to a transparent relationship and to clearly know the costs for your relationship with us.
By disclosing all fees and providing low cost investment products, you will have a greater chance of earning success over time because you will control your costs. As a fee-based financial advisor we are an independent firm and are not affiliated with any brokerage firm, insurance company, or bank.
By disclosing all fees and providing low cost investment products, you will have a greater chance of earning success over time because you will control your costs. As a fee-based financial advisor we are an independent firm and are not affiliated with any brokerage firm, insurance company, or bank.
Services
What we do, and the conversations we have with our clients, involves so much more than money alone. We talk about their lives, dreams, and passions. More of a calling, we strive to uncover what each client truly values, and then we map out a financial plan to realize those goals. More simply, we care for our clients, and we invest the time to get to know them on a genuine, personal level.
Thank you for pausing and getting to know our firm a little better. We exist for one reason, to help others. Many of our clients are successful in their own right. A common thread among the most successful people we've met, whether measured by money, time or rewarding relationships and personal growth, is all of them build teams of people around them to help.
While our individual team members offer different strengths and expertise, our dedication to developing lasting relationships is an attribute shared by all. We believe in helping you assess your financial goals and participate in the management of your finances.
With our record of providing independent advice to individuals and local businesses for a combined history of over 50 years, our team has earned a reputation for consistently offering clear, easily understood explanations and guidance.There is no hiding a true heart for service. It's something you'll see, hear, and feel in every Ledge Wealth interaction, and it's what defines and ties our team together.
With our record of providing independent advice to individuals and local businesses for a combined history of over 50 years, our team has earned a reputation for consistently offering clear, easily understood explanations and guidance.There is no hiding a true heart for service. It's something you'll see, hear, and feel in every Ledge Wealth interaction, and it's what defines and ties our team together.
As CEO and founder of Ledge, Kurt has created a unique, comprehensive wealth management firm focused exclusively on putting client needs first. His passion for solving the challenges facing sophisticated investors shows through the team and clientele at Ledge Wealth. Kurt has over 20 years' experience as an investment advisor.
Gina has over 21 years' experience as an investment manager and over 25 years in the financial and accounting industry. Most recently, Gina oversaw investments for her clients at Bremer Investments from 1999 to 2009. She later successfully built her own practice and eventually merged into Ledge Wealth.
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