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Caissa Wealth Strategies

Caissa Wealth Strategies

金融服务

Bloomington，Minnesota 670 位关注者

Fiercely devoted to your financial prosperity.

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关于我们

Together, we help you achieve financial prosperity. Caissa Wealth Strategies has been serving women business owners, executives, and high-net-worth families for over 20 years. We are your fiercely devoted and experienced team of financial advisors developing financial plans that meet your unique situation and goals. We strategize multiple steps ahead, just as one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others but all are integral. We act as your Personal CFO to analyze, strategize, and manage ALL of the financial pieces so that you don’t have to. We ensure you have clarity and confidence in your financial wellbeing. At CAISSA, we follow our unique triple-process approach for portfolio resilience and wealth management. Our value at Caissa Wealth Strategies is in our process, not a product. We believe in creating a customized financial strategy for our clients by using three key Caissa processes: 1. Torpedo Proofing: Repeatedly Stress testing for potential toxic events, or ‘Torpedoes,’ (such as market downturns, death, disability, rising healthcare costs or outliving your assets) that could derail our plan. 2. Tranches of Income: An overlay process to analyze our investment allocations by segmenting future withdrawal needs into three ‘Tranches,’ or timeframes, and determining the amount of assets needed for the investment portfolio to appropriately fund each tranche, reducing anxiety about getting through the next market dip. 3. On-Site Investment Due Diligence: Personally vetting our managers at their place of business garners valuable insight otherwise not ascertained in a standard data report. Only face to face can we truly solidify our understanding of the investments we own.

网站
https://www.caissawealth.com
所属行业
金融服务
规模
2-10 人
总部
Bloomington，Minnesota
类型
合营企业
创立
2009
领域
Financial Planning、Wealth Management、Investment Management、Tax Strategies、Estate Planning、Divorce Planning、Business Succession Planning、Insurance (Disability, Life, Long Term Care)、Executive Plans、Social Security、Health Care和Education and College Planning

地点

  • 主要

    7825 Washington Ave S

    Suite 625

    US，Minnesota，Bloomington，55439

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