1. What makes St. Croix Advisors unique in the
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
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.
2. How does St. Croix Advisors work?
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
3. Do you have my best interest in mind?
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
4. How safe is my money?
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
5. I’m ready to get started! What’s the next step?
Contact St. Croix Advisors today to learn more. We are located in Hudson, Wisconsin, and serve a number of areas in Wisconsin including Hudson, Eau Claire, New Richmond, and River Falls, as well as the St. Paul, Woodbury & Stillwater area in Minnesota. Our services include wealth management, retirement planning, financial planning, estate planning, asset protection, life insurance, long-term care insurance and expenses, to mention a few areas. Our President, Brett Anderson, can assist you with any questions you may have prior to scheduling your first appointment. Brett can be reached at 651-337-1919 or .