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Wildwood Wealth Management, LLC

105 Fifth Avenue South
Suite 300
Minneapolis, Minnesota 55401

Phone 612-338-0677  |  Toll Free 866-338-0677
Fax 612-338-0798

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Estate Planning and Insurance

Having money isn’t the end of worry, it’s often the beginning.

You now have more dependents, more possessions, more investments, more taxes, more responsibilities, and more to lose.

How can you explain to other people the fear that your children and grandchildren might never need to work? Or the incredible pressure of trying to protect a lifetime’s worth of wealth? Who would believe that money could ever feel like a burden rather than a blessing?

We would.

Estate Planning isn’t just about wills and trusts. It’s about what happens next. 

Visit with us if you:

  • Are over 50 and have a net worth in excess of $2,000,000;
  • Want to understand the estate and income tax laws and their possible effects on your wealth;
  • Want to minimize or eliminate estate taxes and capital gains taxes;
  • Want to generate an income stream during retirement, irrespective of the market;
  • Want to shield your assets and your children from predators, creditors, divorcing spouses and Uncle Sam
  • Want to leave a legacy without losing control.

 

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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.