Long Term Relationships Built on Trust

Our Financial Planning Process Begins with You

About Willow River Wealth

Our mission is to create long lasting, successful relationships with our clients built on a foundation of solid financial planning and a deep knowledge of our client's goals.

We want to spend time understanding your goals, dreams, values, and concerns.

We want to understand what is most important to our clients and their families and help them implement a plan to achieve their financial goals.

$500

MM

Combined assets under management

#1

RANKING

RIA Channel^®’s List of Top 100 Wealth Managers

Our Team

We are a team of passionate, dedicated, experienced financial professionals who believe our client's success is essential to our firm's success

Michael Englund, CLU, ChFC

mike@willowriverwealth.com

Bio

Nancy Frye

nancy@willowriverwealth.com

Bio

Once we understand what’s most important to you, we build a strategy using a range of financial options and strategies to give you a clear plan to get you where you want to be.

Our Approach

We believe in the core investment tenets of asset allocation, diversification, and a long-term perspective.

Retirement Planning

Retirement planning is a subset of financial planning that focuses on getting you to your retirement goals. We use goals-based objectives to help you reach the level of lifestyle you seek in retirement.

Investment Management

Our approach to investment management is based on a long-term perspective knowing that markets can be volatile, but that they tend to do well over fixed periods of time. We utilize individual stocks and bonds, mutual funds, and exchange-traded funds. We choose our investments through in-depth analysis from independent third-party research departments, and through our own process.

Financial Planning

We are fiduciaries and we have Certified Financial Planners® on our team. We use goals-based objectives to help you reach your financial goals. This is the pathway to understanding your finances and setting a plan to guide you to reach your goals.

Insurance

Depending on client need, insurance can simply be a safety net from the unexpected, or it can be the foundation of a smart financial plan, providing financial flexibility for the important stages in life.

Education Funding

We understand the challenges of sending children to college today. College expenses have skyrocketed over the past 20+ years. We help plan for college costs; whether a child is a newborn or heading off to school next year.

Tax Management

Tax-smart investing and withdrawal strategies mitigate exposure to current taxes in portfolios on capital gains. Even small reductions in tax costs today can have a big impact on the amount of wealth our clients can build over time.

Our Difference

At Stonebridge, we provide investment management that is specific to your goals, your time frame and your risk tolerance.

Certified Financial Planner®

In addition to competing a comprehensive financial planning curriculum approved by the CFP® Board, candidates must have a bachelor’s degree (or higher) in any discipline to become certified. Once certified, CFP® professionals are required to complete continuing education coursework, including a CFP Board approved ethics course, to ensure their competence in financial planning.

AIF®

Accredited Investment Fiduciary® (AIF®) Designation training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. Advisors who complete the training are eligible to earn the AIF® Designation and are able to demonstrate the added value they bring to prospective and existing clients.

Technology Suite

Stonebridge Wealth Management is built for scale utilizing a best-in-class technology stack – using the best technology available allows us to better serve our clients. Our customized technology solution increases communication, allows for the development of better relationships, provides easy access to electronic information, enables electronic document storage and access, and much more.

Insights

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Contact Us

Corporate HQ

652 Bielenberg Drive
Suite 201
Woodbury, MN 55125

info@willowriverwealth.com

(612) 315-5929

LPL Financial Form CRS

Professionals associated with Willow River Wealth Management may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.