Our Passion

Our passion is to guide multigenerational families so they can take control of their future, worry less, enjoy life more and be better stewards of the resources God has entrusted to them. We are a faith based, family focused, community involved, financial firm that serves families and small businesses who want to and are willing to listen to advice and do the right thing.

A look into our practice

We are CERTIFIED FINANCIAL PLANNERSTM that help wise investors simplify the complex ever-changing world of investments, insurance, tax-management, and estate planning. We aim to educate families so you can make decisions based on your unique goals, objectives, and circumstances.

As your Financial GUIDE, our proactive approach in communicating, built on honesty and trust, is to:

  • Seek to understand your unique goals and objectives and compare it to your current financial position.
  • Guide you through our in-depth process which addresses your financial concerns by creating a financial game plan. This plan leads to increased confidence, clarity, and comfort with your overall financial well-being.
We specialize in Financial Planning, Estate Planning, Tax Efficient Investment Strategies, and Inheritance Planning. We aim to provide a client experience where we take a proactive communication approach, built on honesty and trust to provide our clients a peace of mind that they know their individual goals and objectives are being addressed so that they can have restful nights of sleep not worrying about a variety of financial issues.

We serve others while keeping our priorities in line, our priorities are: 1. Faith, 2. Family, 3. Friends, 4. Finances, 5. Fitness, 6. Fun. We also serve our clients by utilizing our educational knowledge and our personal experiences to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.
 
Contact Us

Wealth Management

Wealth management is a holistic, consultative process that utilizes services and products to deliver a customized strategy uniquely tailored to each person.

Financial Planning

Financial planning is a long-term strategy of smartly organizing how you handle your finances and positioning them to meet your goals and objectives.

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Estate Planning

Believe it or not, you have an estate. In fact, everyone does, it is the state in which you reside. Your estate is comprised of everything you own, and estate planning is the preparation of instructions to make sure the assets you've worked so hard to accumulate go to the people or organizations you care about.

Tax Efficient Investing

It's not just how much you make that matters- it's how much you keep after taxes. With a bit of tax planning you can exercise control over your portfolio and minimize one of the most important factors affecting your long-term returns.

Inheritance Planning

Involves making choices about your heirs and how you want your estate to be distributed to them. It also involves beneficiaries who have received an inheritance and cultivating a plan to use the inheritance to serve their goals and objectives and do so in the most efficient way possible.

Investment Management

Investment management is the process of optimizing your financial assets to achieve a specified investment objective. It begins by developing a strategy based on risk to identify the best allocation and periodically adjusting with changes in goals.

Insurance

For many, discussing mortality and disability risks are unpleasant subjects,but the failure to properly mitigate those risks could have catastrophic consequences to your families.

What We Do

Our Team

 

Stewardship

Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.

Proverbs 13:11

“For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it? Otherwise, when he has laid a foundation and is not able to finish, all who see it begin to mock him, saying, ‘This man began to build and was not able to finish.’”

Luke 14:28–30

A good man leaves an inheritance to his children's children, but the sinner's wealth is laid up for the righteous.

Proverbs 13:22

Lazy hands make for poverty, but diligent hands bring wealth.

Proverbs 10:4

The earth and everything in it, the world and its inhabitants, belong to the Lord.

Psalm 24:1

Based on the gift each one has received, use it to serve others, as good managers of the varied grace of God.

1 Peter 4:10
 

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

GLOSSARY

Financial terms from A to Z.

NEWSLETTERS

Timely newsletters to help you stay current.

Community Involvements

Woodbury Wealth Management Community Outreach

Our Office

Woodbury Wealth Management
2165 Woodlane Drive, Suite 104
Woodbury, MN 55125
Phone: 651-888-4848
Fax: 651-738-7231
Email: contact@woodburywm.com
 
 
 

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The Callan Periodic Table

Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)
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Estate Planning, Inheritance Planning
& Tax Planning

 
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Check the background of this financial professional on FINRA's BrokerCheck