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.

Cherry Tree Wealth Management Team

CHERRY TREE WEALTH MANAGEMENT TEAM:
Pictured from left to right: Conner Kolodge, CPA/PFS, CFP®, CPWA®; Keith Tufte, CFA, MBA; Chelsea Tufte, CFP®; John O’Connor, CFA; Kaitlyn Puente; Justin Frys; and Erin Buchen.

Wealth Management Blog

Wealth Management Overview

Cherry Tree Wealth Management, LLC (CTW) is an independent wealth management firm serving individuals and families by creating customized, low-cost portfolios based on their financial situation today while simultaneously planning for the future using our unique and proprietary “One-Page Financial Plan.”

We also specialize in managing 401(k) plans for small businesses. CTW is an SEC registered investment advisor (RIA) and our compensation is fee-based. CTW employs a team of professional and experienced advisors, most of whom have professional designations such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP). Many of our advisors were named FIVE STAR Wealth Managers in 2016, 2017, 2018 and 2019 by Mpls.St.Paul Magazine and Twin Cities Business Magazine. If you need wealth management experts to focus on your personal financial plan or if you would like a second opinion about your current portfolio, contact us today to schedule a free consultation at 952-253-6024.

Experienced Team

A proven, long standing team of professionals dedicated to family wealth management principles that firmly positions CTW as an advocate for their client families.

Commitment

A commitment to discovering your financial needs and dreams and to directing a process that makes your unique financial goals a reality.

Proven Process

A proven wealth management process that focuses on building net worth while efficiently managing cash flows needed to serve a family’s life style needs and inter-generational planning requirements.

Robust Strategy

A robust investment strategy, built on exceptional academic research that delivers excellent risk adjusted investment returns and peace of mind.

Portfolio Management

In addition to dedicated portfolio management, a focus on complex life planning opportunities you face in enhancing and protecting wealth, transferring and donating wealth.

Investment Minimum: $500,000

Don’t meet our $500,000 minimum?

Click here to learn more about our Financial Foundations Portfolios

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Cherry Tree Wealth Management

Our Services

Investment Management
401K Solutions
Retirement Planning
Family Office
Estate Planning
Tax Advice