At St. Croix Wealth Management we believe it's important to build strong, long lasting relationships with our clients. We help them develop their financial plan or, as we refer to it, their Financial GPS. Just like in an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life's ever changing landscape
We understand that you depend on information and resources to help you make smart decisions with your money, and we encourage you to utilize our website to stay up-to-date and informed. For over 25 years, we have prided ourselves in providing exemplary services and have focused on building relationships based on trust and sound investment advice.
We
Our team is an award-winning, client-driven group dedicated to providing indispensable service to our clients. We're a small company, serving families and businesses throughout the country, and backed by Commonwealth Financial Network - providing us scale and resources comparable to the nation's largest firms.
In the complex world of personal finance
Our unique approach merges your personal values with your financial goals to create a wealth management plan that's meaningful and in alignment with your life's priorities. Since 1993, our seasoned team of professionals has been helping individuals and families build, protect and optimize their wealth.
Our approach to wealth management incorporates
Your life story is like no other. Your experiences, your goals and dreams, your concerns and preferences - they are all uniquely yours. We believe financial planning should follow suit. Whether you are experiencing change, looking ahead to retirement, or embarking on new life adventures, our custom-tailored financial planning can become the manuscript
HighMark Wealth Management is committed to developing personal, trust-based relationships with all of our clients. As a registered investment advisory firm, we have a fiduciary responsibility to put your best interests above all else. HighMark WM has one clear incentive: to earn the trust and loyalty of our clients by adding value year after year.
Our passion is to guide multigenerational families so they can take control of their future, worry less, enjoy life more and be better stewards of the resources God has entrusted to them. We are a faith based, family focused, community involved, financial firm that serves families and small businesses who want to and are willing to listen to advice
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Retirement planning in Saint Paul, MN
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Financial planning in Saint Paul, MN