Barry Schalkle Strategic Wealth Solutions

Rexford Cattanach | Keats Group is a fiduciary wealth advisory firm located in Lake Elmo, MN, dedicated to providing tailored financial planning services for business owners, executives, and retirees. With a focus on comprehensive risk management and tax-efficient strategies, they prioritize their clients' unique stories and financial goals over traditional investment models. The team specializes in addressing the complexities faced by mid and late-career professionals, particularly those with substantial assets in pre-tax retirement accounts or private business ownership. By offering services like business valuation, estate planning, and ongoing tax coordination, they aim to preserve family wealth and optimize retirement income for their clients. Generated from the website

The advisor listed is an Ameriprise financial advisor in New Brighton. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Ameriprise Financial began as Investors' Syndicate in 1894. Founder John Tappan envisioned a company that could tailor insurance and investment products for customers. The company has grown to more than 2 million clients to become one of the largest advisor networks in the United States. Ameriprise Financial has more than 10,000 personal financial advisors in 3,500-plus offices nationwide, including New Brighton, Minn. James M. Cracchiolo has been the chief executive officer of Ameriprise Financial for more then six years. He has been with the financials and investment firm for over 24 years. Cracchiolo earned an BS degree and a MBA from New York University. Ameriprise's investment products include annuities, certificates, IRAs, mutual funds and stocks and bonds. Ameriprise Financial also provides auto and home, disability, life and long-term care insurance. The company's banking services include checking, savings and CDs, home equity loans and lines of credit, money markets and mortgages.