Network·Family Office
📍 MINNETONKA, MN
SEC CRD #801-70554
Cherry Tree Wealth Management is a fee-only fiduciary advisory firm specializing in investment management coupled with holistic financial planning to align ... Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm. We employ a professional and experienced investment team that uses modern, portfolio investment techniques to help families build and maintain their net worth.
JANE BORTNEM
CCO
📞 (952) 893-9012
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AUM
$674M
Check Size
$1M–$1M
Location
MINNETONKA, MN
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