Company Management

Cherry Tree Wealth Management

Investment Management 301 Carlson Parkway 10 employees

Employees: 10
Contacts: 1
Emails: 1
Phones: 1

cherrytreewealth.com LinkedIn

Cherry Tree Wealth Management Overview

Headquarters: 301 Carlson Parkway
Website: cherrytreewealth.com
Industry: Investment Management
Employees: 10
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management 401K Solutions Retirement Planning Estate Planning Tax Advice Investment Advisor Estate Planning

About Cherry Tree Wealth Management

The role of Cherry Tree Wealth Management, is to provide exceptional wealth management services to individuals and families who want to simplify their financial lives and desire financial security and peace of mind. We employ a professional and experienced investment team that uses modern, portfolio investment techniques to help families build and maintain their net worth with strategies that have inherently low management costs and, at the same time, minimize taxes. Additionally, we bring an extensive network of relationships with professionals in tax, estate, insurance, and administration that can help families manage all facets of their financial management needs. If you are looking for Cherry Tree & Associates, please visit www.cherrytree.com

Cherry Tree Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage
Phone contacts: 1; 33.3% coverage

Cherry Tree Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Keith Tufte, Cfa	President	Eden Prairie, Minnesota, United States	Email Phone
John O'connor, Cfa, Cfp®	Chief Investment Officer at Cherry Tree	Traverse City, Michigan, United States	View
Conner Kolodge, Cpa, Pfs, Cfp®, Cpwa®	President & Investment Advisor		View