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Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary firm that specializes in aligning financial assets with personal goals through customized wealth management strategies. Their proprietary one-page financial model enables clients to quickly visualize their financial future, accommodating key factors such as assets, income, and retirement plans. The firm offers a range of services, including individual and small business wealth management, financial planning, and cost-effective 401(k) solutions, emphasizing low-cost index-based funds and automated investment options. By focusing on understanding clients' financial and life aspirations, Cherry Tree Wealth Management aims to facilitate informed decision-making for a secure legacy. Generated from the website

Established in 1980, Cherry Tree Companies is a financial advisory firm that offers investment banking and wealth management services. It provides investment banking services through its Financial Industry Regulatory Authority-licensed broker-dealer subsidiary. Cherry Tree Companies offers private placement, outcome-critical valuation and strategic advisory services. It works with entrepreneurial businesses and corporations to build value and maximize liquidity opportunities. Cherry Tree Companies is an investment advisor that is registered with the U.S. Securities and Exchange Commission. It has invested in more than 100 companies, over 20 public offerings and nearly 10 strategic sales within the portfolios. The firm s clients include institutional investors, corporations, wealthy families and high net worth individuals. Cherry Tree Companies manages traditional private equity funds, as well as single company and hybrid public and private equity partnerships.