Wealth Progression Group

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Saint Louis Park, MN
Wealth Progression Group

Wealth strategies catered to your needs and goals.

05/21/2026

Last week, we were named the recipients of the Best Marketing Award at the Concorde Investment Services 2026 National Conference.

To say I'm honored is an understatement.

The award recognizes "excellence in outreach and brand engagement," but the real recognition belongs to the business owners who've trusted us to walk with them through one of the hardest, most important conversations of their lives: how they exit the company they built.

Thank you to Danielle Delongchamp and the Concorde team, to my colleagues at Wealth Progression Group, and most of all to the founders who let me into the room when the questions get hard.

The work continues.

05/04/2026

I recently received an article encouraging business owners to consider exiting before AI impacts their valuation.
While that may sound proactive, it overlooks how today’s buyers are actually evaluating businesses.
AI isn’t a future issue—it’s already built into the conversation.
If I’m looking at your business today, I’m not asking if AI will impact it. I’m asking:
• Where are you exposed?
• Where can AI improve margins or eliminate inefficiencies?
• What upside exists that hasn’t been captured yet?
And here’s the reality—if you don’t have those answers, the buyer will.
And they’ll use that gap to negotiate your valuation down.
This isn’t about rushing to exit.
It’s about being prepared—whether you plan to sell in one year or ten.
The business owners who will win over the next five years aren’t the ones who tried to time their exit…
They’re the ones who built a strategy and surrounded themselves with the right people to clearly articulate where AI adds value.
If you don’t have that plan yet, you’re not early.
You’re already behind.

03/20/2026

🌸 It’s Launch Day! “Women of Wealth: A Proverbs Legacy” Is Now Available! 🌸

Today, we celebrate faith, resilience, and the power of women walking boldly in purpose.

Women of Wealth: A Proverbs Legacy — Stories of Grit, Grace, and Strength is an inspiring Christian anthology featuring real women who overcame hardship, built businesses and ministries, strengthened families, and led with unwavering faith.

These stories are more than inspiration; they’re activation.

If you’ve ever questioned your strength, your calling, or whether your story matters, this book is your reminder: you were built for impact.

📖 Special Launch Price: Just $.99 for the Kindle Edition!
LINK IN THE COMMENTS.

Download instantly and start reading on your Kindle or the free Kindle app.

Let’s celebrate faith. Let’s celebrate courage. Let’s celebrate legacy.
Your next chapter starts now.

10/10/2025

We had an incredible day at US Bank Stadium with the team from First Trust (ftportfolios.com).

Highlights included:

• Big-picture insights on the economy and markets from Brian Wesbury (Chief Economist) and Dave McGarel (CIO).
• Clear guidance on what’s driving today’s economy and why it matters.
• Smart strategies for diversification and tax solutions.
• Practical ways to build and position portfolios with best-in-class tools.

The First Trust team does an amazing job of taking macro insights and turning them into real strategies that help clients succeed long term.

09/30/2025

Questions to Ask Your Financial Planner

“What happens to my portfolio and service if you leave the firm, die or retire?”

It’s not a fun topic—but it’s an important one. Your financial future shouldn’t be tied to just one person.

A well-structured advisory firm will have continuity plans, succession strategies, and systems in place to ensure that your portfolio—and your service—remain uninterrupted, no matter what life brings.

✅ Ask the tough questions now. Your peace of mind depends on it.

09/22/2025

Today, we celebrate the trailblazers, the visionaries, and the leaders.

Happy to the women shaping the future of business in every industry across the country.

From entrepreneurs building legacies to executives driving innovation, women continue to break barriers, lead with purpose, and redefine success on their own terms.

At Wealth Progression Group, we’re proud to support women in business—not just with financial strategies, but with long-term planning that empowers growth, resilience, and freedom of choice.

To all the women growing companies, building wealth, and leading teams:

👏 We see you.
👏 We support you.
👏 And we’re here to help you plan for what’s next.

09/19/2025

Opportunity Zones aren’t just about deferring taxes. They can actually pay you along the way:

✅Cash flow from income-producing projects
✅ Depreciation to reduce your tax bill
✅ Refinance & distribute cash (without triggering tax)
✅ Hold 10+ years → pay ZERO tax on appreciation
✅ Build wealth. Create impact. Keep more of your money.

The rules and regulations of the Qualified Opportunity Zone (QOZ) Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.

09/16/2025

Financial planning is more than investing.

It’s a full-picture strategy that aligns your money with your life—now and in the future.

At WPG, we help clients with:
📊 Budgeting & cash flow
🛡️ Risk management
🧾 Tax strategies
📜 Estate & legacy planning

A great financial plan evolves with you—and we’re here to help you stay on track every step of the way.

Let’s create a strategy that works for your goals, not someone else’s template.

09/11/2025

Most advisors switch firms at some point. That move can benefit you—but only if you ask the right questions.

- Why the change?
- What new products or services will I have access to?
- What does it cost me?
- What are you getting paid to switch?

Before you sign the transfer forms to make the move—request the list of 17 Questions to ask your advisor by emailing [email protected].

09/09/2025

You just SOLD your business.

The wire hits your account… and then the IRS shows up for their cut.

But what if you didn’t have to hand it over right away?

With Opportunity Zones, you can roll those gains into a Qualified Opportunity Fund and:
• Push off the tax bill for years
• Grow your money in projects that revitalize communities
• Walk away after 10 years with ZERO TAX on appreciation

Selling was your first big win. Keeping more of your gains could be your next.

The rules and regulations of the Qualified Opportunity Zone (QOZ) Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.

Address

Saint Louis Park, MN

Telephone

+16412166719

Website

http://www.wealthprogressiongroup.com/

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