Caissa Wealth Strategies

02/26/2025

Celebrating 15 Years of Caissa Wealth Strategies!

Fifteen years of collaboration, innovation, and shared success have shaped CAISSA into the community it is today. Our recent casino-themed celebration was a testament to our incredible journey together. The evening was filled with unforgettable moments, from lighthearted gaming and a 360° photobooth to heartfelt speeches and a lively atmosphere.

A special highlight of the night is that the Heads & Tails game-winner got to choose a charity to donate half of the winnings to - reinforcing the generosity that defines our community. The donation went to LifeSource, an organization at the heart of organ donation.

A heartfelt thank you to our event sponsors who helped make the night special:
🧁 J.P. Morgan Asset Management - for the delicious desserts
📸 Baird - for the fun and interactive 360° photobooth
🍹 CI Segall Bryant & Hamill - for the celebratory drink tickets

Your support and partnership mean the world to us!

Reflecting on 15 incredible years, we are grateful for every client, team member, and partner who has been part of our story. Your trust and commitment fuel our continued growth, and we look forward to many more years of success, connection, and shared memories.

Cheers to the next chapter!

02/20/2025

Celebrating National Love Your Pet Day! 🐾

Our furry companions bring joy, comfort, and unconditional love into our lives - they're more than just pets. They're family, and today, we celebrate the special bond we share with them.

Take a look at some of the adorable pets of our CAISSA team, and share something special about your own four-legged friend in the comments.

Just as we care for our pets, we care for your financial well-being. Let's create a plan that helps you achieve your financial goals and secure a future for you and your loved ones.

02/04/2025

We are excited to introduce our new Director of Operations at Caissa Wealth Strategies, Halina Alexejun.

To get to know her better, we asked Halina what the best piece of advice she has received. She told us, "Find your purpose and build your life around it. Your life is your own story."

Click here to learn more about Halina:

https://www.caissawealth.com/employee-spotlight-halina-alexejun/

01/27/2025

Sam came to CAISSA seeking guidance on transitioning his family business to his children. We started by ensuring he had the financial independence to step away, then worked to align his goals with a strategic gifting plan. From business valuations to estate updates, CAISSA partnered with specialists to execute his vision seamlessly.

Read more about Sam’s story and how we helped him achieve his legacy goals: https://www.caissawealth.com/wealth-transitions/family-wealth-preservation/

12/13/2024

What’s driving the post-election market surge? 📈

From record stock market highs to inflation concerns and geopolitical tensions, the current economic landscape presents both challenges and opportunities for investors.

In our latest blog, we explore key market trends, including clean energy policies, inflation risks, and global political shifts, and share CAISSA’s perspective on what these developments could mean for your wealth plan.

Click the link to read more: https://www.caissawealth.com/december-perspectives-2/

Discover CAISSA Wealth Strategies' insights on global events, including the post-election market surge, geopolitical tensions, and inflation concerns. Stay informed with strategic perspectives tailored to protect and grow your wealth.

12/05/2024

Today, on International Volunteer Day, we’re celebrating the spirit of giving back! 🌟 Our CAISSA team has been proud to participate in various volunteer events throughout the year, supporting causes close to our hearts and making a difference in our community.

From fighting hunger to supporting local nonprofits, we believe in the power of coming together to create a positive impact. A heartfelt thank you to our team members for their dedication and to the organizations we’ve partnered with along the way.

11/28/2024

Wishing you a very Happy Thanksgiving from all of us at Caissa Wealth Strategies! 🍁🦃

This season, we are especially grateful for our clients, colleagues, and community, who inspire us every day. May your Thanksgiving be filled with gratitude, joy, and cherished moments with loved ones.

Wishing you and your loved ones a wonderful holiday!

11/22/2024

And the winner is… Every Meal! 🏆

On the final day of our 5 Days of Giving campaign, we’re excited to announce that Every Meal has earned 1st place! They’ll receive a financial donation, and on behalf of CAISSA and our clients, our team will be donating time to support their incredible mission of fighting child hunger.

A huge thank you to everyone who participated in this campaign and helped us highlight such impactful organizations. Together, we’re making a difference!

11/21/2024

In 2nd place for our 5 Days of Giving campaign is the VA! Their dedication to making a difference has earned them a well-deserved donation from CAISSA on behalf of our clients.

Thank you to everyone who helped us highlight these incredible organizations. Check back tomorrow to see who secured the top spot!

11/20/2024

Taking 3rd place in our 5 Days of Giving campaign is the Greater Minneapolis Crisis Nursery. We are grateful to contribute to their incredible efforts with a donation made on behalf of our clients.

A big thank you to everyone who voted and helped make this campaign a success. Stay tuned as we announce our 1st and 2nd place winners later this week!

11/19/2024

On National Entrepreneur’s Day, we celebrate the spirit of innovation and success. We’re proud to recognize our founder, Kelly Pedersen, who launched CAISSA Wealth Strategies in 2009 with a clear vision: to align clients' wealth with their values while confidently guiding them through life’s complex transitions.

We also want to acknowledge the entrepreneurs in Coalition9, whose leadership and innovation inspire us. Here's to all the C9 entrepreneurs making a difference!

11/19/2024

In 4th place for our 5 Days of Giving campaign is The Humanity Alliance. We’re proud to contribute to their mission with a donation on behalf of our clients.

Thank you to everyone who participated in the voting! Keep an eye out this week to see how the remaining organizations will be supported.