St Croix Wealth Management

St. Croix Wealth Management is a financial advisory firm based in Oakdale, Minnesota. The company employs four individuals and generates an annual revenue of $2.5 million. St. Croix Wealth Management specializes in developing customized financial plans, referred to as "Financial GPS," for their clients. Their services encompass a range of financial needs, including investment strategies, wealth management, and portfolio management. Recognizing that clients' needs evolve throughout their lives, the firm offers three distinct engagement options: Navigator, Co-Pilot, and Captain, tailored to different life stages and levels of involvement. The company's mission is to guide clients towards achieving their financial goals, particularly focusing on retirement planning. St. Croix Wealth Management emphasizes education and providing insights to ensure clients make informed financial decisions aligned with their current life stage and objectives. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Clients can learn more about St. Croix Wealth Management and their services by visiting their website at stcroixwm.com.