Counsel Wealth Management, Inc. Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Counsel Wealth Management, Inc. is headquartered in St. Paul, Minnesota. Our core strength is our team of wealth management professionals and support staff, who are committed to superior client service. We manage over $200 million for individuals, families, businesses, trusts and retirement accounts. Let us see how we can add value to your portfolio.

Our mission is to inspire our clients to make informed financial decisions through 
education, communication, and exceptional personalized service.

Find Counsel Wealth Management, Inc. employees' phone numbers or email addresses

Counsel Wealth Management, Inc. Global Highlights

Location
Employees

North America
18

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  • United States Of America
    17
  • Canada
    1

Counsel Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    P. M.
    President
    Phone icon
  • Stylized image of a person
    P. M. C.
    Founder
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  • Stylized image of a person
    M. E. S.
    Founder - Advanced Trust & Estate Planning
    Phone icon
  • Stylized image of a person
    R. T.
    Owner
    Phone icon
  • Stylized image of a person
    J. C.
    Regional Vice President
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  • Stylized image of a person
    C. R.
    Director Of First Impressions
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  • Stylized image of a person
    C. W.
    Director Of First Impressions
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  • Stylized image of a person
    J. B.
    Manager
    Phone icon

Counsel Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Branding
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Counsel Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. T.
    Owner
    Phone icon
    United StatesMinnesota
    Oct 26, 2025
  • Stylized image of a person
    P. M. C.
    Founder
    Phone icon
    United StatesMinnesota
    Oct 25, 2025
  • Stylized image of a person
    M. E. S.
    Founder - Advanced Trust & Estate Planning
    Phone icon
    United StatesNew Hampshire
    Oct 21, 2024
  • Stylized image of a person
    P. M.
    President
    Phone icon
    United StatesMinnesota
    Oct 17, 2024
  • Stylized image of a person
    J. C.
    Regional Vice President
    Phone icon
    CanadaOntario
    Nov 13, 2025
  • Stylized image of a person
    C. R.
    Director Of First Impressions
    Phone icon
    United StatesMinnesota
    Oct 17, 2024
  • Stylized image of a person
    C. W.
    Director Of First Impressions
    Phone icon
    United StatesWisconsin
    Oct 21, 2024
  • Stylized image of a person
    J. B.
    Manager
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    R. V.
    Senior Wealth Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    A. V. B.
    Intern
    Phone icon
    United StatesMinnesota
    Nov 10, 2025

Frequently Asked Questions

What is Counsel Wealth Management, Inc. known for?

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Counsel Wealth Management, Inc. was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 6 Pine Tree Drive, Suite 100; you can contact the main corporate office by phone at . Explore Counsel Wealth Management, Inc.'s company overview page for more information.

What is Counsel Wealth Management, Inc.'s most common email format?

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Counsel Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Counsel Wealth Management, Inc. email formats with LeadIQ.

How many employees does Counsel Wealth Management, Inc. have currently?

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Counsel Wealth Management, Inc. has approximately 12 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Counsel Wealth Management, Inc.'s key employees and leadership?

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As of December 2025, Counsel Wealth Management, Inc.'s key employees include:

  • President: P. M.
  • Founder: P. M. C.
  • Founder - Advanced Trust & Estate Planning: M. E. S.
  • Owner: R. T.
  • Regional Vice President: J. C.

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