Wildwood Wealth Management, LLC
105 Fifth Avenue South
Suite 300
Minneapolis, Minnesota 55401Phone 612-338-0677 | Toll Free 866-338-0677
Fax 612-338-0798
Total Wealth Management
Wealth isn't the end of all worry. It is often the beginning. We understand the concerns that keep you up at night. Our credentials and experience are important, but it’s our approach that makes the difference. First, we listen. We know that no two people are the same and that the complexity of each situation calls for a unique solution. Then we help you understand your options. We manage your financial concerns in coordination with your CPAs, bankers, attorneys, and other advisors. Finally, we are your advocate. We use all of our expertise to create and implement the plan that is best for you, not the plan that's best for us.
Wildwood Wealth Management: You've earned it.
Our clients trust us with:
- Investment Management
- Tax and Financial Planning
- Estate Planning and Insurance
- Real Estate and 1031 Exchanges
- Specialized Services
Who you work with matters.
Securities offered through CapitalQuest Securities, Inc., a Broker/Dealer, Member FINRA/SIPC/MSRB. Investment Advisory Services offered through Wildwood Wealth Management, LLC. CapitalQuest Securities and Wildwood are affiliated entities. Click here for more important disclosures.