Wealth Management Newsletter – Winter 2017

Wow does time fly by quickly! Since I wrote the last newsletter, Tradition Wealth Management has grown to almost $700 million assets under management along with 15 of the finest employees in the industry. On Valentine’s Day 2018, the company will turn 15 years old. Several local and national award recognitions have been presented to our advisors; our diligent efforts in constructing investment portfolios and the implementation of full balance sheet planning have earned us a great reputation in the industry. The company goes above and beyond to serve our client base and helps administer the full financial planning needs of those who hire us. We have been staying extremely busy with the investment markets, insurance reviews, business succession planning, retirement planning, college planning, the 401k market, and other investment needs. Everyone in the company has the get-it-done attitude and truly cares about all of our clients. In order to stay on top of the market and industry changes, we have recently hired a Director of Investments and Financial Planning along with a Chief Compliance Officer.

Additionally, we have launched a division for sports management to help advise the professional athlete market. The energy surrounding the staff is at an all-time high. We currently station advisors in Edina, North Oaks, Saint Paul, and Woodbury, and are looking to branch out to other locations in Minnesota – hopefully some warmer climates, too! We are also seeking highly qualified advisors to help grow TWM into the future. We will continue to work hard and help out the community in any way. I want to thank our clients for their loyalty, our referral sources for continuing to think of us, and our staff members for their dedication.

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Adviser. Tradition Wealth Management, LLC, ProEquities, Inc., and all other Tradition-branded companies are independent entities.

Leave A Comment...

*