New logo, same name

The Counsel Wealth logo has changed to give the brand a fresh and updated look. Adding the flame to the logo brings us together with Larson as we use all of our resources to create new ways to better serve you, our clients.

As always, we welcome you to reach out if you would like to. We are here for you.
Sincerely,

Paul S. McCready, CFP®, CFS, RFC
Founder, Counsel Wealth

New office space, same phone number

We are moving to a new building at the end of August. Our address will be 6160 Summit Drive N., Suite 580, Brooklyn Center, MN 55430, which is located near the intersection of Highway 100 and Interstate 694. With an expiring lease and a new partnership, we are very excited to have a newly updated space with room to expand.

Due to the new transition and ongoing pandemic concerns, we are still working remotely, but you can reach us by phone and email. If you need to drop something off with us, please contact us first.

Warm regards,

Paul S. McCready, CFP®, CFS, RFC
Founder, Counsel Wealth

Paul McCready introduces Paul Larson

I am elated to introduce you to Paul Larson, CEO of Larson Financial and Counsel Wealth. What drew me to respect Paul was how he leads his life through his faith and community. Paul and his wife raise and homeschool their eight children in St. Louis, Missouri. Four of their children are adopted from the Philippines and Guatemala. I adore how the Larson's love God's children as much as He does. While Paul has his hands full with his family, he has also built a trusted, one-stop business that is "Empowering ALL to Flourish." Larson Financial has nearly 15 offices and 200 employees nationwide, serving over 8,000 clients, as well as 22 communities across the country.

That's impressive.
You do not want to miss Paul's video update: https://vimeo.com/438325264

Sincerely,

Paul S. McCready, CFP®, CFS, RFC
Founder, Counsel Wealth

New Partnership Announcement

Greetings,

From the day I founded Counsel Wealth Management, I have made it my goal to provide superior service to my clients. After 37 years of building Counsel Wealth, I have been reflecting on how to continue providing the same level of service to clients for decades to come, even beyond my lifetime.

Announcing a partnership
With that being said, I would like to announce a new partnership with the Larson Financial family of companies. Today, Larson Wealth Partners, LLC, a member of the Larson Financial family of companies, has acquired the assets of Counsel Wealth Management.

Paul Larson, founder and CEO of Larson Financial, and I have the same vision for excellence, a heart to serve people from around the world in mission work and discipleship, and we care greatly about our clients. Paul has built a network of companies serving thousands of families all across the country. I am confident that the core mission and vision of Counsel Wealth will not only continue but it will flourish under the leadership of Paul and the entire team at Larson.


Excitement and superior service
In order to achieve our goal of superior service and performance, a new partnership with Larson Financial is an exciting move to align our values and provide access to better technology and services. In the coming months, I will share newly expanded opportunities and services for you, our clients, as well as our team.

Although the ownership structure will change, many of the things you know and love will stay the same, including the name, Counsel Wealth. You will have the same wealth advisor and client services team managing your account(s), as well as the same management style and services offered.


Your consent is needed
As part of this change, it is necessary to assign your advisory agreement to Larson Wealth Partners, LLC, as we cannot assign a client’s advisory contract without consent. To ensure continuity of services, we will continue to provide investment advice under the existing agreement terms and conditions, subject to your right to terminate that agreement. If you do not terminate your agreement within 45 days of this letter, we will assume you have consented to the assignment of your agreement and the continuation of your current Counsel Wealth team providing investment management.

Founder's future
I am not going anywhere…yet. Good change is exciting and this is an exciting time for Counsel Wealth. I will continue to put energy toward serving ministries that are close to my heart, as well as travel to Honduras with my family. I look forward to sharing more with you soon.

Sincerely,

Paul S. McCready, CFP®, CFS, RFC
Founder, Counsel Wealth