Cherry Tree Wealth Management, LLC (CTW) is an independent wealth management firm located in Minnetonka, Minnesota. CTW is an SEC registered investment advisor (RIA) and our compensation is fee-based. We serve 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.”

If you are interested in a complimentary one-hour meeting please contact us.

(952) 253-6024

Go to our overview page

• Do I have enough money to retire?

• When can I retire?

• How much can I spend or gift per year in retirement?

• How much money will I leave in the end as a legacy?

Our “One Page Financial Plan” Solution

When you submit the form below, you will then be re-directed to a page where you can download our “One page financial plan overview” and a sample of the “One page financial planning tool”

  • Cherry Tree Wealth Management offers personalized money management services for clients with portfolios of $500,000 or more. To schedule a FREE personal consultation to focus on your financial plan, please choose "YES".

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