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
Investment Management
Our Investment philosophy is straightforward. We view money management as a process. We work with you to create a personal investment plan built around your specific needs, goals, and comfort level. Preserving the wealth you have accumulated may be one of your goals. Growth of your assets may be another. There are many investment alternatives available that often conflict with your goals. It’s easy to become confused and make choices that put all you have earned at risk. Through education we strive to make the complex understandable and to replace doubt with confidence. Managing assets comes with varying levels of risk and we want you to be completely comfortable with yours.
We are strong believers in a disciplined approach to asset allocation and diversification. They are at the core of everything we do. We are committed to helping you invest your wealth across several asset classes so a negative market in one sector reduces the impact on your entire portfolio. We also want to capitalize on asset classes that grow over time. Once we agree on the most efficient investment choices for your allocation we will monitor your investments regularly and rebalance them according to a plan that we have mutually agreed upon.
We invest time in a very personal approach that we believe will provide you with comfort and confidence in your investment plan.
Who you work with matters.
