Eric Agrimson - Cedrus Wealth Group - Financial Advisor

10/20/2026

I recently shared a quote about inheritance versus legacy that really challenged me personally. Then I heard another quote recently that hit me in much the same way.

“The greatest tragedy is being successful at everything that doesnt matter.”

Wow. Let that sink in.

We spend so much of our lives chasing success. Building careers, growing businesses, making money, achieving goals, improving our golf game, and striving toward that next milestone.

And none of those things are bad. I believe hard work, ambition, and striving for excellence are very important.

But what happens if we succeed at all of those things and miss what matters most?

Being faithful to God in all that we do. Loving and investing in our families. Living generously with our time, talents, and resources. Making a difference in our communities and impacting lives around the world.

As a financial advisor, I spend a lot of time helping people plan for their financial future. And I genuinely love what I do. But Im reminded that financial success is only one piece of a much bigger picture.

Our success is not measured only by what we accumulate or accomplish, but also by what we give, who we serve, and the lives we impact along the way.

At the end of the day, I dont just want to be successful. I want to be faithful with what God has entrusted to me and successful at the things that truly matter.

Its a good reminder to occasionally stop and ask ourselves: Are we building a life of success, or a life of significance?

10/13/2026

The leaves are changing, the Vikings are stressing us out, and we are already heading into the final few months of the year.

Before the year gets away, here are 5 things worth reviewing:

#1: Your tax picture: Are there moves that could make sense before December 31? Roth conversions, charitable giving, realizing gains or losses, or other tax-planning opportunities?

#2: Retirement contributions: Are you on pace with your 401(k), IRA, HSA, or business retirement plan? And are you contributing to the accounts that make the most sense for your situation?

#3: Estate plan beneficiaries: Life changes. Families change. Finances change. Do your will, trust, beneficiaries, and overall estate plan still reflect what you actually want?

#4: Cash needs for the next 6–12 months: Holiday spending, travel, tuition, property taxes, home projects, or a big purchase. Where will that money come from?

#5: Does everything actually work together? Investments. Taxes. Retirement. Estate planning. Insurance. Cash.

Each piece matters but the real value comes from making sure they are all working together.

Financial planning isnt just about asking, how are my investments doing?

A better question might be: Is everything I am doing financially working together the way it should?

Fall is a pretty good time to find out.

09/29/2026

I recently heard something that really struck with me and got me thinking.

“Inheritance is what you leave someone. Legacy is what you leave in someone.”

I spend a lot of my days talking about money, investing, retirement, and tax planning, and all of those things matter a lot.

But it was a great reminder that what we leave in people may matter even more than what we leave to them.

I am challenged to steward what I’ve been given well and serve my clients with excellence. But even more, I want my kids and the people I have the opportunity to influence to see the value of hard work, integrity, generosity, genuine relationships, and caring for others.

Those are the things I hope they carry forward and pass on to someone else.

Building a financial legacy matters. But the kind of legacy that lives on through other people may matter even more.

What are we passing on that money can’t buy?

09/23/2026

Weekly Market Update
• Markets have moved mostly sideways since June, while the 10-year U.S. Treasury yield has climbed to 5%.
• As fall begins, uncertainty is rising amid geopolitical tensions, higher energy prices, elevated valuations, global interest rates, and other economic developments.
• At Cedrus, we remain defensively positioned. Portfolios have solid year-to-date gains, alongside elevated cash and ultra-short-term bonds—providing flexibility if opportunities emerge.
• Within equities, we remain overweight lower-valuation areas, including consumer durables and natural resources, which may offer inflation protection while participating in broader market gains.
• We continue to monitor conditions closely and adjust as risks and opportunities evolve.

08/01/2026

We would love to see you there! If you can make it please sign up. We would love it to fill out for Legacy. Just a few more spots remaining.

⛳🚨 The countdown is on!

Only a handful of spots remain for Golf for Youth! Grab your friends, coworkers, or family and get your foursome registered before the spots are gone.

🏌️ Not golfing? You can still be part of the day! Sponsorships are open through August 1.

🔗 Become a sponsor at https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire/store

07/17/2026

Money Can Do More Than Provide. It Can Impact Generations.

Recently, I had the privilege of working with a couple whose perspective on money was not the norm.
They have built a significant estate over their lifetime through wise decisions, hard work, and faithful stewardship. But what stood out most wasn't the size of their portfolio—it was their heart.

Their primary question wasn't: How can we keep more for ourselves?

It was: How can we thoughtfully use what we've been entrusted with to make a meaningful impact while we're still here to see it?

Together, we explored strategies to help them:
• Gift appreciated investments in a tax-efficient way
• Utilize Qualified Charitable Distributions (QCDs)
• Incorporate a Donor Advised Fund into their giving plan
• Preserve certain assets that may receive a step-up in basis for heirs
• Manage income levels to help stay below important Medicare IRMAA thresholds
• Ensure they maintain the lifestyle and financial security they desire

Most importantly, we helped align their financial resources with their values.
One of my favorite parts of this profession is walking alongside people as they discover that financial planning is about much more than numbers. It's about helping families live intentionally, take care of those they love, support causes they believe in, and leave a legacy that reflects what matters most to them.

This couple understands something that I believe is true:
Money is a tool. Not simply for what it can do for us, but for the difference it can make in the lives of others.

I left our meeting encouraged and grateful for the opportunity to help steward that vision alongside them.

07/10/2026

The most dangerous financial trap no one talks about. Looking successful.

This is something I'm seeing more and more, and I wanted to share it in hopes that it helps someone who may be struggling in this area get on a better path.

I am seeing it all the time.
The nice cars. The vacations. The lifestyle that makes it look like someone has it all figured out.
But behind the scenes?
• Little to no savings.
• No meaningful investments.
• No plan for the future.
We're living in a time when the appearance of wealth has never been easier to create. Unfortunately, many people are sacrificing something far more valuable than appearances. Their Future!

Discipline is one of the greatest financial assets you can have.
Not because it's flashy.
Not because anyone will notice.
But because discipline turns income into wealth.
It's easy to spend money. It's harder to save it.
It's easy to follow the crowd. It's harder to stick to a plan.
It's easy to buy things that look successful. It's harder to make the choices that actually create financial freedom.

Keeping up with the Joneses is a losing game.
You don't know their debt.
You don't know their stress.
You don't know what's happening behind the curtain.
Stop comparing your real life to someone else's highlight reel.

The reality is that wealth is usually built through ordinary decisions repeated consistently over time.
• Living below your means.
• Investing consistently.
• Avoiding unnecessary debt.
• Staying committed when others are chasing the next shiny thing.

The clients I've seen thrive long-term aren't typically the ones who lived the biggest lifestyle in their 30s. They're the ones who made quiet, steady, disciplined decisions year after year.
Don't get me wrong, there's nothing wrong with enjoying nice things.

Just make sure your money has a purpose before it's spent. Give your dollars a job. When you do, you'll be amazed at what those dollars can accomplish over time.

Real wealth isn't built by looking successful. It's built through discipline, consistency, and intentional decisions.

If this resonates with you, share it. Someone in your circle may need this reminder today.

07/04/2026

Markets are closed, and so are we.

In observance of the 4th of July, our office will be closed Friday, July 3rd.

We hope you enjoy celebrating the land of the free and home of the brave with loved ones!

07/02/2026

I am honored and humbled to be named 2026 Ambassador of the Year by the I-94 West Chamber of Commerce.

I am incredibly grateful for this recognition and thankful for the opportunity to serve alongside so many outstanding business leaders.

The Chamber has been a great place to grow professionally, build meaningful relationships, and learn how to better support local businesses and our community.

If you are not careful, you may just end up making many great friends too.

Congratulations to all of the Circle of Excellence Award recipients. It was a privilege to celebrate the people and organizations that make our community stronger through their leadership, service, and commitment to others.

If you're not involved with the I-94 West Chamber of Commerce, I would encourage you to take a closer look. Reach out anytime—I would be happy to help get you plugged in.

Thank you again to the Chamber for this honor. I am truly grateful.

06/24/2026

Need an excuse to golf on a Tuesday?

Skip the meetings.

Spend the day with friends.

Enjoy great golf, lunch, games, and prizes.

And know that every swing helps create spaces where youth feel seen, heard, and valued.

Tuesday, August 18 at Fox Hollow Golf Club.
9 AM Sh***un Start.

🏌️ Register today as a golfer! https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire/register