Investment Banking

Cherry Tree and Associates provides investment banking services through its FINRA-licensed broker dealer. Its M&A practice targets successful business leaders and established corporations to creatively build value, and to maximize liquidity opportunities by executing professionally managed transactions. Additionally, our firm raises money for growth companies through institutional private placements, conducts valuations and fairness opinions and performs strategic advisory services that help companies grow and prosper.

Wealth Management

Cherry Tree’s affiliate, Adam Smith Advisors (ASA), provides wealth management services to assist successful business leaders and families in managing their net worth. It also manages 401K retirement plans for growing companies. ASA uses Asset Allocation Strategies and low fee index funds, to implement an Individually Tailored Investment Plan for each client. Adam Smith is a Registered Investment Advisor.

About Conner Kolodge

Initially focused in financial compliance, Conner transitioned into personal finance to utilize his knowledge and skills to make meaningful differences in the lives of family and friends. He strives to connect client’s life goals with their finances.

Starting a New Job

Starting a New Job
Whether you are climbing the corporate ladder in a new role or changing careers altogether, starting a new job can create a sense of excitement. Often times that excitement is accompanied by a nervousness due simply to a lack of familiarity. A part of the uneasiness comes from the many financial decisions […]

By |June 3rd, 2019|Wealth Management|

Mind Your Withholding

Mind Your Withholding
Citing the new tax bill passed last December, payroll departments have implemented new IRS withholding tables in order to attempt to match the average individual’s estimated tax liability for the calendar year 2018. In fact, if you are mindful of your personal cash inflows and outflows, you may have noticed an increase in […]

By |March 6th, 2018|Wealth Management|

Speaking of Money….

Speaking of Money….
I’ve been fortunate to be given a platform to speak to thousands of people over the last several years on a wide range of personal and financial topics. Even today, I get the privilege of spending time in front of, and speaking with employers and employees all around Minnesota (and the virtual world). […]

By |December 12th, 2017|Wealth Management|

“Value” Your Expenses

“Value” Your Expenses 
Paying bills has become such an automated process, I often feel a disconnect between the things I buy and what they truly cost. The time I save from this automation comes at a cost of not necessarily knowing where and how much money I spend each day. In a time with numerous monthly […]

By |March 28th, 2017|Wealth Management|