Cherry Tree Wealth Management Employee Directory

Investment ManagementMinnesota, United States2-10 Employees

Cherry Tree Wealth Management provides wealth management services for individuals and families seeking to simplify their financial lives and gain financial security and peace of mind. It assembles a professional investment team that uses modern portfolio techniques to grow and preserve net worth while emphasizing low management costs and tax efficiency. The firm also connects clients with a network of professionals in tax, estate planning, insurance, and administration to address a broad range of financial-management needs.

Based in Minnetonka, Minnesota, the company operates in the investment management industry with a small professional staff. Its services target individuals and families who want integrated financial guidance for ongoing management of their finances. In June 2025, Cherry Tree Wealth Management announced a partnership with the EdExec Summit hosted by Tech & Learning, reflecting a recent collaboration to engage with its professional ecosystem.

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