St. Croix Wealth Management

St. Croix Wealth Management is a Financial Planner in Oakdale, MN, located at 7815 3rd St N STE 201. The firm assists clients at every life stage, from those just beginning their financial journey to individuals well on their way to retirement. Their approach centers on building long-lasting relationships and developing a personalized "Financial GPS" that calculates routes, keeps clients on track, and guides them through life’s changing landscape. The team provides education and insights to ensure financial directions remain appropriate for each client's stage of life and objectives.

The firm offers a broad range of services, including comprehensive financial planning, retirement planning, goal planning, estate planning, income planning, tax planning, education planning, debt planning, budget planning, risk planning, investor behavior coaching, loan guidance, insurance analysis, executive benefits, long-term care planning, charitable giving, qualified charitable distributions, and Roth conversions. Specific strategies include asset positioning, asset protection, tax-loss harvesting, tax return analysis, DST solutions, 721 exchanges, 1031 exchanges, 1035 exchanges, donor advised funds, beneficiary reviews, asset titling, asset transfer, and assistance with legal documents such as powers of attorney, health care directives, wills, and trusts. They also help manage investment property, including commercial and rental assets, when clients are ready to sell.

With over 250 years of combined service in the financial industry, the team includes Peter G. Miles, President and Financial Advisor; John A. Mandt, Financial Advisor and Chartered Federal Employee Benefits Consultant; Jody McDonough, Financial Advisor and Certified Financial Planner™; Scott Bosch, MBA, Financial Advisor and Certified Plan Fiduciary Advisor; Gregory Pierce, Financial Advisor; Daniel J. O'Brien, Investment Representative; and Virgil Brenny, Financial Advisor. The firm also employs Stephanie Kraft, Sheng Messerly, Kelly Keeley, Tyler Coleman, Julia Rodrigue, Clayton St. George, and Ruth Miles in operations, client relationship, and business development roles.

St. Croix Wealth Management operates in Oakdale, MN, and serves clients seeking tailored financial and retirement planning solutions. The firm emphasizes a teamwork approach to add a broader perspective to all services, aiming to help clients set a course toward reaching their goals and preparing for their future retirement.

St. Croix Wealth Management combines its extensive team experience with personalized financial planning to help Oakdale residents navigate their financial journeys with confidence.

The firm sits on 3rd St N in Oakdale, about a tenth of a mile from Action Behavior Centers. It is also near Battle Creek, roughly four tenths of a mile away.

BizScoreAI gives the website a technical score of 80 out of 100. This strong rating shows the site is secure and easy for search engines to read. The business also earns a discoverability score of 75 out of 100. This solid result means AI crawlers can access every page to find the firm.