Wealth Management Overview
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.
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Our Services
- Investment Management
- 401K Solutions
- Retirement Planning
- Family Office
- Estate Planning
- Tax Advice