LifeSTAGE Wealth Management Group, LLC is headquartered in Alexandria, Minnesota, and serves clients in many states. Our experienced, dedicated wealth management team provides advice on millions of dollars in assets for an exclusive group of families, business owners, professionals and institutions.
LifeSTAGE Wealth Management Group offers the following services:
Portfolio Management
Our unique 4-step investment process leverages the experience and expertise of our advisory teams. Using advanced technology, we deploy a disciplined approach which removes emotion from the investment decision. We do, however, make decisions; the old days of "Buy and Hold" are dead and gone. We keep a watchful eye on your wealth through our exclusive Advance, Protect and Analyze Strategy. We make adjustments to your portfolio relative to the ever changing financial markets and economic environment. This is one way we add value to our relationship.
Tax Planning
We provide skillful tax planning designed to maximize after-tax returns while controlling risk.
Wealth Planning
Our wealth advisory teams are experts in providing a personalized and proactive approach to wealth planning, accumulation and preservation. We design a plan that directs you from your current financial situation towards financial freedom. We organize your assets, investment strategy, insurance, financial and estate plans to simplify and integrate every aspect of your financial life. Because the only constant in life is change, we will provide regular reviews and modification assuring that your Wealth Plan is current and dynamic.
Risk Management
We discuss and implement strategies that will minimize the various risks which could be catastrophic to your portfolio and to your family.
Estate Planning
Upon death, you can leave your money to your family, your charities, or to the government….and you must choose two out of three.
We develop a comprehensive estate plan that will maximize the distribution of your wealth in the most tax efficient manner possible.