Counsel Wealth Management, Inc.
Counsel Wealth Management was founded by Paul McCready in 1984. The firm was built on the traditional values of integrity, hard work, and personalized service beyond the expected. When we manage your investments, you get all that and more. It is the kind of peace of mind that comes only with what we call "True Wealth:" all that money cannot buy and all that death cannot take away.
From the beginning, it was Paul's goal to help clients find direction and focus with their investments. Providing wise counsel is more than our company name - it is our mission. Offering values based, unsurpassed service to you is the cornerstone of our company culture.
This kind of dedication has placed our firm in a "best of class" category. We have been named by the Twin Cities Business Magazine as being among the top six percent of wealth advisors in the region. I am particularly proud of the success we have had managing our clients' wealth over the past decade using our Advance and Protect Investment Strategy. I have also been honored to speak at a wide variety of national and international conferences for professional wealth advisors.
Our core strength is our team of wealth management consultants and professional support staff, who are committed to superior client service. We manage over $200 million for individuals, families, trusts, businesses, institutions, and retirement accounts.
We serve an affluent customer base and, for the benefit of our existing clients, we will only accept a limited number of new clients each year. We invite you to take a look at Counsel Wealth Management