John O’Connor publishes article in RIA
Cherry Tree Wealth Management Investment Advisor, John O’Connor, wrote an article about CTW’s investment strategy and how they build client portfolios in the October 15th edition of RIA, Citywire’s magazine for registered investment advisors. The article was republished online November 8th. >full article
Jade HeMiller joins Cherry Tree Wealth Management as Investment Advisor
Adam Smith Advisors, LLC changes company name to Cherry Tree Wealth Management, LLC
Minnetonka, MN, April 12, 2018 – Adam Smith Advisors, LLC announced today that it has changed its company name to Cherry Tree Wealth Management, LLC. Adam Smith Advisors, LLC has been the wealth management business within Cherry Tree Companies and has used both the Adam Smith Advisors and Cherry Tree brand names for some time. The goal of the name change is to better leverage the strong Cherry Tree brand name, and to reflect that we are part of the Cherry Tree family of companies.
Our business, ownership and strong team of advisors will remain the same, only our brand name is being changed. Cherry Tree Wealth Management, LLC is an independent, fee-based registered investment advisory (RIA) business. We are committed to providing a full range of wealth management services to help our clients meet all their financial and life goals. “We are excited to change our wealth management company brand name to Cherry Tree Wealth Management, LLC. The Cherry Tree brand name is well-known and has a positive image in the Twin Cities and Upper Midwest, due to its history of more than 30 years in business helping businesses and families in the Midwest”, says Keith Tufte, President of Cherry Tree Wealth Management, LLC.
Adam Smith Advisors has acquired Trusted Financial Partners
Adam Smith Advisors, LLC, a Minneapolis based investment firm, has acquired Trusted Financial Partners of St. Paul, LLC (TFP). The acquisition closed November 30, 2017, and is the latest RIA wealth management acquisition for Adam Smith Advisors, LLC. “We are pleased to continue to grow our firm organically and through acquisitions, so we can provide wealth management services to more and more families and businesses in the Midwest. >>more
Adam Smith Advisors recognized as 2018 Five Star Wealth Managers
We are pleased to announce that our Investment Advisors, Keith Tufte, Kathleen Tranovich and John O’Connor of Adam Smith Advisors were named Twin Cities 2016, 2017 and 2018 “FIVE STAR” Wealth Managers by Twin Cities Business Magazine and Mpls.St.Paul Magazine.
Wealth advisors were evaluated on customer service, knowledge/expertise, communication, experience, client retention, a clean regulatory record, and overall client satisfaction. >>more
Erin Buchen joins Adam Smith Advisors as Investment Advisor Assistant
We Are Proud To Introduce the launch of the Adam Smith Advisors BLOG
We recently launched a weekly blog, designed to give you more frequent insights about current financial topics of interest. The BLOG is written by our own Investment Advisors and a new topic will be presented every Tuesday. >>Adam Smith Blog
If you would like to receive weekly reminders of the latest entries, please contact Erin Buchen or call (952) 253.9024.
Chelsea Tufte, promoted to Investment Advisor
Connor Kolodge joins Adam Smith Advisors
Connor Kolodge is an Investment Advisor focused on tax planning & charitable giving, comprehensive financial planning, investment management, and cash flow panning and lifestyle spending analysis.
Adam Smith Advisors named among the top wealth managers in theTwin Cities
At Adam Smith Advisors, we are very proud of our entire team. We are pleased to announce that ASA Advisors, Kathleen Tranovich, John O’Connor and Keith Tufte were recently named among the top wealth managers in the Twin Cities. Please see the attachment for more details. We take pride in working closely as a team with our clients so that we know their specific needs and advise them in reaching their financial goals. >>more
Chelsea Tufte, promoted to Associate Advisor at Adam Smith Advisors
Adam Smith Advisor again named among the top wealth managers in the Twin Cities
We are pleased to announce that one of our Senior Investment Advisors, Kevin O’Connor was named a Twin Cities 2014 “FIVE STAR” Wealth Manager by Twin Cities Business Magazine and Mpls.St. Paul Magazine. The list is generated based on overall client satisfaction and created from an independent survey of over 35,000 high net worth clients and financial services industry professionals. Kevin was also selected as a FIVE STAR Wealth Manager in 2011. He joins Keith Tufte as a multiple-year FIVE STAR award winner.
Chelsea Tufte joins Adam Smith Advisors
Chelsea Tufte, Investment Advisor Assistant, will be joining our team in January of 2014. Chelsea will be working with our wealth management team and our clients.
Adam Smith Advisors acquires Wealth Management Services LLC
We are very pleased to share our good news with you. Effective November 1, 2013, Adam Smith Advisors, LLC acquired Wealth Management Services, LLC (WMS). WMS is a wealth management firm and registered investment advisor based in Minneapolis. We welcome the two owners and senior investment advisors of WMS: Doug Forsberg and Janet Pollish, to our team. WMS and ASA’s business attributes align extremely well in that our objectives, investment strategies and business approach are virtually identical. By taking this step, we will be building stronger and deeper wealth management service capabilities and a larger and stronger team to serve clients.
Adam Smith Advisors named among the top wealth managers in the Twin Cities
We are pleased to announce that our Senior Investment Advisors, Kevin O’Connor and Keith Tufte of Adam Smith Advisors, were both named Twin Cities 2011 “FIVE STAR” Wealth Managers by Twin Cities Business Magazine and Mpls.St. Paul Magazine. The list is generated based on overall client satisfaction. Less than 7% of wealth managers were selected for this list. This list was created based on an independent survey of over 35,000 high net worth clients and financial services industry professionals. Wealth advisors were evaluated on customer service, integrity, knowledge/expertise, communication, value for the fee charged, meeting financial objectives, service, quality of recommendations, a clean regulatory record, and overall client satisfaction.
Kathleen Tranovich (formerly Kathleen O’Connor), promoted to Investment Advisor at Adam Smith Advisors
Kathleen is a CFP® (Certified Financial Planner).
STAR TRIBUNE ARTICLE:
More Financial Advisers See Strength in Numbers
Independent advisers are making alliances and forming networks in order to compete.
>Download article reprint (pdf 76k)