The New Era-Wayzata Team
Serving the greater Minnetonka, MN area.
Location
Minnetonka, MN 55305 (952) 473-1116
A team behind every plan
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.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Minnetonka, MN
Minnetonka, MN 55305
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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