ABOUT CHERRY TREE WEALTH MANAGEMENT

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".

* required