Big firm resources with the small town personal touch. No big egos allowed here! Everyone associated with St. Croix Advisors is down to earth. We care and we want to see others succeed and reach their goals. That’s why we do what we do, it’s just that simple.

We are independent and don’t rely on one company or one product or investment to fulfill your objectives. We work with our clients and keep their goals top of mind, not our own.

We take the time to understand your goals and objective. For us to best serve you, we need to understand what’s most important to you. We will ask a lot of questions, and it’s okay if you do not have all the answers today. Together we will work to provide clarity and design a plan to help you reach your goals.

In a word, yes. Expect St. Croix Advisors to understand your goals, objectives, and dreams to design financial strategies to help you achieve your desired results. Your best interests are what motivates us to do our best work.

Your money is always held by a third party custodian, so it is as safe as it can be. Custodians used by clients include Charles Schwab or directly at an additional third party custodian based on our client’s requirements.

Call St. Croix Advisors at (651) 337-1919 or email brett@stcroixadvisors.com to schedule a meeting to get started on your personal wealth management plan.