Lucas McGregor - New York Life Insurance, 3600 Minnesota Dr, Ste 100, Minneapolis, MN 55435, US

SilverOak Wealth Management LLC is a fee-only, independent wealth management firm based in Minneapolis, MN. As a registered investment advisor, they are dedicated to helping clients achieve their personal and business financial goals, providing comprehensive financial planning, investment advisory services, tax planning, estate planning, risk management, and more. With a fiduciary relationship and a commitment to their clients' best interests, SilverOak Wealth Management aims to create a secure foundation for future generations. With a team of experienced advisors and a proactive approach, SilverOak Wealth Management builds long-term relationships with clients, offering unbiased and independent advice tailored to their specific needs. They conduct thorough due diligence on investments and continuously monitor and revise customized planning solutions based on changing circumstances. Recognized for their expertise, SilverOak Wealth Management has received awards and recognition, including being named Five Star Wealth Managers and being listed among the top financial advisors in Minneapolis, St. Paul, and Edina. Through community involvement and volunteering, they also demonstrate their commitment to making a positive impact beyond financial services.Generated from the website

Charlene Shaeffer-Ameriprise

BSCF

Strategic Employee Benefit Service

Mark Maes - Ameriprise Financial Advisor