You Don’t Just Need a Money Manager
You Need a Financial Partner, For Life
Who you are is about so much more than the money you've made - you have loved ones to care for, a future you're looking forward to and exciting milestones ahead. While you've done well for yourself, your financial complexities have grown and so has the need to partner with someone who just gets it.
Instead of telling you what to do with your money, we believe in becoming a valued and supportive part of your life. In our commitment to you, we vow to do what we believe is in your best interest, always. By putting your faith in us, we repay you with advice drawn from decades of experience and our passion for helping others realize, plan for and pursue their goals.
Our Guiding Philosophy Is
To inspire our clients to make sound financial choices, avoid costly mistakes and live their best financial life.
At Wealth Management Midwest, We’re Proud to Be
Crunching numbers can be dull, but we like to think our team is anything but. Stop in for a cup of coffee, pull up a chair and let’s talk about life. When you walk through our doors, we want you to feel like you’re home, at ease and in the right place.
Everyone’s life tends to become more complicated over time, and by no fault of their own. You’ve racked up a few 401(k)s, relationships start and end, pension plan options unfold, etc. Just as we’re here to simplify your complex concerns, we’re here to help gather every aspect of your financial picture into one spot. Doing so helps you and us understand what you have, how much it’s worth and how every piece makes up your unique financial puzzle.
Interested in Learning More About Our Team?
Get to Know Wealth Management Midwest
Wealth Management Midwest was started in 1988 with the goal of providing clients with objective financial services and advice along with a superior commitment to prompt, courteous, comprehensive customer support.
From the moment you walk through our doors, we think of you as part of our family, and we make it our business to get to know you, your hopes for the future and how we can make it happen.
We’re proud to give back to the community that’s always supported us. That’s why our founder, David Purdy, and the rest of the WMM team is proud to support local and national organizations focused on making the world a better place.
WMM Has Supported Organizations Including:
TOYS FOR TOTS
Rotary Club of
Chamber of Commerce
Forest Lake High School
Basketball, Hockey, Football,
Soccer, & Girls Lacrosse
Family Pathways - Forest Lake
Forest Lake Lodge #344
Fairview Hospital Foundation
Forest Lake Lions Club
Fat Cat Triathlon
Lakes Center For Youth
& Families Foundation
Blue Grass Festival
Feed My Starving Children
The Education Foundation
of the Forest Lake Area
Forest Lake Community
National Child Safety Council
Breast Cancer Now
Meet Your Financial Planning Family
We’ve found that our team approach serves as an effective method in helping those who are experiencing a wide variety of needs. As a team, we can maneuver through the complexities and confusion of the financial services industry, so you don’t have to. Our team is home to hand-picked specialists excited to find out how we can help you.
Explore Our Upcoming Events