North Edge Wealth

North Edge Wealth is an accountant and financial planning practice in Chaska, Minnesota. The firm helps clients lay out their current and future financial situation, manage investments, and build a plan around three questions: when they can retire, how much they can spend, and whether the plan will work. Its services cover investment strategy, portfolio allocation and ongoing monitoring, insurance reviews, and estate planning considerations such as titling accounts, naming beneficiaries, and avoiding probate. The team also analyzes tax planning strategies and meets with clients' tax accountants to implement changes. Financially conservative families and businesses make up much of its client base. The practice holds a rating of 5.00.

North Edge Wealth takes a hands-on approach to educating clients about the financial industry, with the goal of building long-term relationships through customized service and professional knowledge. Geoff Hansen is Co-Founder, Partner, and Wealth Advisor. In 2011 he established an advisory practice called GSH Asset Management, LLC, and a decade later co-created North Edge Wealth. He has over 25 years of experience, beginning as an Associate Advisor at Merrill Lynch in Minneapolis before joining U.S. Growth Investments and Jundt Associates as a mutual fund wholesaler. In 2001 he joined the Community Bank of Chaska as a Financial Advisor, where he served for 10 years. He holds the AIF designation, Series 7 and 63 registrations through LPL Financial, and the Series 66 registration through LPL Financial and NewEdge Advisors, LLC. He is an active member and former president of the Chaska Lions Club, a former board member for the Chaska Baseball Association and the District 112 Foundation, and lives in Chaska with his wife and three sons.

Chris Reisdorf began his financial advising career in 2001 and has joined the partnership of North Edge Wealth. He graduated from Minnesota State University, Mankato with a Bachelor's degree in Finance and Financial Planning and maintains the Accredited Investment Fiduciary designation. He holds the Series 7 and 63 registrations through LPL Financial and the Series 66 registration through LPL Financial and NewEdge Advisors, LLC, and is a former Chairman of the Woodbury Chamber of Commerce.

The office sits on Bavaria Ln, about 0.1 miles from Engler Boulevard and 0.2 miles from Koehnen Creek. The Chaska Fire Station is roughly 0.4 miles away, Sunset Park about 0.5 miles, and West Chaska Creek and Neighborhood Seven Park each about 0.6 miles.

North Edge Wealth holds a 5.00 rating from the customers who have reviewed it.