St. Croix Wealth Management

St. Croix Wealth Management 651-502-2266

7815 3rd St N Ste 201
Oakdale, MN 55128 At St. We help them develop their financial plan or, as we refer to it, their Financial GPS. St.

Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives. While there are many milestones in one’s life, retirement can be the most significant. Croix Wealth Management, our mission is to help our clients set a course toward reaching their goals so they are more prepared for their future retirement. At every turn, we’re here to help clients plan – from investment strategies, to complex wealth management needs, to managing their portfolio. The advice needs of our clients will change over the course of their lives. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/10/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Wall Street has a lot of cliches. How many do you know?
10/09/2026

Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/08/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Stay ahead this year with this handy Personal Finance Calendar.
10/06/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
10/05/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/03/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

How many credit cards do you have?
10/02/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Wondering what to tell your financial pro? Check out this quick video for guidance!
10/01/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Surprises crop up every day, and they’re a great reason to work with us.
09/29/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

What do you need to know when the market experiences volatility?
09/28/2026

What do you need to know when the market experiences volatility?

Address

7815 3rd Street N. Ste 201
Oakdale, MN
55128

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

Website

,

Alerts

Be the first to know and let us send you an email when St. Croix Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category