Now more than ever, I truly believe that people need depth, in the form of a team of people, not only for their financial planning but for their investments as well. I don’t believe one person knows it all, nor could they do it alone. That’s why my clients benefit from a team approach for their investment management and advisory services.
The resources required to uncover certain types of opportunities and complete the due diligence required to analyze them, are just not feasible for one person. However, with the backing of our team, these opportunities are commonplace for our clients. Having a team as substantial and experienced as ours, makes uncovering and responding to opportunities and fluctuations not only possible, but the standard at St. Croix Advisors.
That’s why our clients demand and receive the best of both worlds, the face-to-face personal touch of a registered investment advisor representative in Brett and the perspective and stability of our team of outside investment advisors.
It’s comforting to have a team when it comes to your investments. You get a minimum of two people listening to your needs and your goals, two sets of solutions for every need, two perspectives, and four hands ready to pitch in and help.
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/Minneapolis 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 .