St. Croix Wealth Management

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St. Croix Wealth Management 651-502-2266

7815 3rd St N Ste 201
Oakdale, MN 55128 At St. We help them develop their financial plan or, as we refer to it, their Financial GPS. St.

Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives. While there are many milestones in one’s life, retirement can be the most significant. Croix Wealth Management, our mission is to help our clients set a course toward reaching their goals so they are more prepared for their future retirement. At every turn, we’re here to help clients plan – from investment strategies, to complex wealth management needs, to managing their portfolio. The advice needs of our clients will change over the course of their lives. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages.

There are benefits and limitations when using a living trust.
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There are benefits and limitations when using a living trust.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
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How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
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Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
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When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Stay ahead this year with this handy Personal Finance Calendar.
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Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
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Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
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If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Address

7815 3rd Street N. Ste 201
Oakdale, MN
55128

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

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