Refine Wealth Strategies

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Minnetonka, MN
Refine Wealth Strategies

Refine Wealth Strategies is a boutique financial planning firm.

09/15/2026

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are still unfolding. Here’s Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why diversification remains important in today’s market environment. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-and-sticky-inflation-mean-for-investors/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=094923

09/10/2026

At Refine Wealth Strategies, we believe strong communities are built by coming together for causes that matter.

That's why we're proud to sponsor the American Cancer Society's Making Strides Against Breast Cancer walk. This event celebrates courage, fuels hope, and raises funds for breast cancer research and support programs that impact countless lives.

We are grateful for the opportunity to support a movement that is working toward a world free from breast cancer.

Join us in making every step count. 💗

Learn more: https://secure.acsevents.org/site/STR?pg=entry&fr_id=112495

09/07/2026

We're proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the way for a brighter future far and wide.

09/04/2026

Three Best Places to Work honors in four years say something meaningful about consistency.

Refine Wealth Strategies has once again been recognized by the Minneapolis-St Paul Business Journal , following previous honors in 2023 and 2025. Because the rankings come directly from confidential employee feedback, this recognition reflects the experience our team continues to create together year after year.

We believe people do their best work when they trust the people around them, feel invested in a shared purpose and know their contributions matter. That carries into how we collaborate, how we grow and how we serve our clients.

We are incredibly proud of this team and grateful to everyone who has helped make Refine Wealth Strategies a 2026 Best Place to Work!

Learn more here: https://bizj.us/1qqkhr

09/02/2026

Last week, the Refine Wealth Strategies team had the privilege of partnering with Wingspan Life Resources for a morning of service. Our team split into two groups and completed yard beautification projects at two Wingspan homes, helping create welcoming outdoor spaces for the individuals they support.

For more than 53 years, Wingspan has been dedicated to providing enriching living environments and meaningful experiences for the people they serve. Yard beautification is one of their greatest volunteer needs, helping residents enjoy safe, beautiful outdoor spaces throughout the year.

We are grateful for the opportunity to give back alongside an organization making such a positive impact in our community. Thank you to Wingspan for all you do!

09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=094923

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=094923

Address

Minnetonka, MN
55305

Telephone

+19522247963

Website

http://www.refinewealth.com/

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