Tradition Wealth Management

Woodbury, Minnesota

Call (952) 563-6500 Visit website →

About

Tradition Wealth Management, based in Woodbury, Minnesota, offers investment management and wealth planning services to individuals, families, and business owners. The firm operates as a fiduciary and employs advisors with credentials including CFP®, ChFC®, CLU®, and CPCU® designations, along with specialists in retirement planning, tax-efficient asset allocation, and multigenerational planning. The practice emphasizes a client-centric approach that coordinates with estate attorneys and CPAs to align financial strategies with client goals and values.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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