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Northern roots,
Financial focus.
Cut through the noise with real‑world financial guidance – no nonsense, just up‑north grit.
Asset
Allocation & Risk
Asset allocation helps spread investments across different asset types to balance potential return and risk. All investments carry the possibility of loss, and the right mix depends on an individual’s goals and comfort with market fluctuations.
Enhanced
Planning
Enhanced planning focuses on organizing financial goals, evaluating resources, and preparing for future needs. It offers a structured way to understand options and potential risks.
Income
Planning
Income planning helps individuals evaluate current and future income sources, consider potential risks, and understand how changing needs may affect long‑term stability.
Generational
Vault
Generational Vault is a secure digital tool that helps individuals organize important documents and financial information in one place, planning and accessibility.
Minnesota NICE
45° North Wealth Group, LLC is rooted in Minnesota and proudly serves Minneapolis, the surrounding up‑north communities, and all the neighbors in between. We provide financial planning and wealth management grounded in steady, family‑centered values.
At 45° North Wealth Group, LLC, we build financial strategies the way Minnesotans take on a cabin project — thoughtfully, intentionally, and always with future generations in mind. Every plan is custom‑tailored to support your family’s short‑ and long‑term goals, whether you’re preparing for retirement on the lake, creating a legacy for your kids, or strengthening your business for the seasons ahead.
COMRA
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*This analysis is for educational and illustrative purposes only and does not constitute a financial plan or investment recommendation.