Wealth Management Midwest

Wealth Management Midwest Our goal is to provide objective financial services and advice along with excellent customer service. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business on

ly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The back-to-school season often brings a shift in routine—and with it, a good opportunity to revisit financial prioritie...
08/26/2026

The back-to-school season often brings a shift in routine—and with it, a good opportunity to revisit financial priorities.
Whether your focus is budgeting, saving, planning for activities, or simply creating more structure around spending, this time of year is a natural reset. We encourage our clients to use seasonal transitions as a chance to refocus on what matters most.

A strong team makes a difference.We’re grateful for the people behind the scenes who bring care, consistency, and though...
08/18/2026

A strong team makes a difference.
We’re grateful for the people behind the scenes who bring care, consistency, and thoughtfulness to this work every day. Serving our clients well is always the goal—and that starts with a team that genuinely values trust, communication, and doing the right thing.

Wealth Management Midwest is proud to be a sponsor of this years' Lake Fest Street Dance. The Lake Fest Street Dance is ...
08/07/2026

Wealth Management Midwest is proud to be a sponsor of this years' Lake Fest Street Dance. The Lake Fest Street Dance is back, bringing the community together for an evening filled with live music, great food, and an unforgettable atmosphere in downtown Forest Lake. Now in its third year, this event has quickly become a favorite local tradition, drawing hundreds of attendees for a night of celebration and connection.

The team is excited to be part of the festivities, and several of our staff will be there enjoying the event alongside friends, clients, and community members.

If you're attending, be sure to stop by, say hello, and enjoy one of the summer's biggest community celebrations!!

🍋 Every great business starts with an idea—and often a simple lemonade stand. I love supporting young entrepreneurs who ...
08/06/2026

🍋 Every great business starts with an idea—and often a simple lemonade stand.

I love supporting young entrepreneurs who are learning the value of hard work, creativity, and serving others. Today’s lemonade was refreshing, but seeing these kids take the initiative was even better.

Here’s to encouraging the next generation of business owners, one cup at a time! 🍋

Wealth Management Midwest was proud to be the Golfer Gift Sponsor for the Forest Lake Area Chamber of Commerce 39th Annu...
08/03/2026

Wealth Management Midwest was proud to be the Golfer Gift Sponsor for the Forest Lake Area Chamber of Commerce 39th Annual Golf Event.

Ali was handing out mini golf bag coolers to start a fantastic day of golf, networking, and community engagement. We're honored to support one of the Chamber's most anticipated events of the year and to be able to connect with fellow golfers and local business leaders. ⛳

Ali & Lesley Head to LPL Focus San DiegoOur office is excited to see Ali and Lesley head to San Diego this August for th...
07/31/2026

Ali & Lesley Head to LPL Focus San Diego

Our office is excited to see Ali and Lesley head to San Diego this August for the LPL Focus Conference.

This is an excellent opportunity for them to gain new insights, discover industry trends, and connect with peers across the field.

We look forward to hearing about what they learn and how they bring fresh ideas and inspiration back to share with the team!

Summer often brings extra spending—weekend trips, family outings, cabin weekends, and more.That doesn’t mean you have to...
07/29/2026

Summer often brings extra spending—weekend trips, family outings, cabin weekends, and more.
That doesn’t mean you have to choose between enjoying today and planning for tomorrow. A little preparation can go a long way: build in a budget, leave room for flexibility, and focus your spending on what matters most.
The goal isn’t perfection. It’s intentionality.

Wealth Management Midwest is proud to be the Golfer Gift Sponsor for the Forest Lake Area Chamber of Commerce 39th Annua...
07/22/2026

Wealth Management Midwest is proud to be the Golfer Gift Sponsor for the Forest Lake Area Chamber of Commerce 39th Annual Golf Event. Be sure to look out for Ali handing out gifts as you start a fantastic day of golf, networking, and community engagement.

We're honored to support one of the Chamber's most anticipated events of the year and can't wait to connect with fellow golfers and local business leaders.

See you on the course! ⛳

One of the best parts of our work is serving people right here in our local community.Forest Lake is the kind of place w...
07/21/2026

One of the best parts of our work is serving people right here in our local community.
Forest Lake is the kind of place where relationships matter, family matters, and people care deeply about building a life with intention. We’re proud to support individuals and families as they plan for what’s next—and even prouder to do it in a community that feels like home.

Address

20 Lake Street North, Suite 310
Forest Lake, MN
55025

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+16514642664

Website

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