New Era-Wayzata Team

The New Era - Wayzata Team focuses on helping entrepreneurs, executives, and multi-generational families navigate the complexities that often accompany significant wealth. With more than 100 years of combined investment experience, the team provides guidance for clients whose financial lives extend beyond traditional planning needs.

Through Wealth Enhancement’s Roundtable® approach, clients have access to a collaborative team of professionals who coordinate various aspects of their financial life, including investment management, tax strategies, estate planning, risk management, and business succession considerations. The team has significant experience helping business owners build business value, prepare for liquidity events, manage concentrated stock positions, and address wealth transition planning considerations.

A hallmark of the New Era - Wayzata Team’s approach is its commitment to delivering an individualized client experience. By taking the time to understand each client’s goals, values, and concerns, the team develops integrated strategies designed to help clients navigate complex financial decisions. They work closely with clients’ attorneys, CPAs, and other professionals to help promote alignment across various aspects of a family’s financial plan.

The team emphasizes proactive communication, attention to detail, and a commitment to helping clients address complex financial planning needs, including wealth preservation and legacy planning considerations for future generations.