St. Croix Wealth Management

St. Croix Wealth Management 651-502-2266

7815 3rd St N Ste 201
Oakdale, MN 55128 At St. We help them develop their financial plan or, as we refer to it, their Financial GPS. St.

Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate

for their stage of life and financial objectives. While there are many milestones in one’s life, retirement can be the most significant. Croix Wealth Management, our mission is to help our clients set a course toward reaching their goals so they are more prepared for their future retirement. At every turn, we’re here to help clients plan – from investment strategies, to complex wealth management needs, to managing their portfolio. The advice needs of our clients will change over the course of their lives. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
09/03/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Protect yourself from identity theft.
09/01/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
08/31/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

There are many factors to consider before tapping retirement money to pay for college.
08/29/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
08/28/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
08/27/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
08/25/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
08/24/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/22/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Considering alternative investments? It’s critical to sort through the complexity.
08/21/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Address

7815 3rd Street N. Ste 201
Oakdale, MN
55128

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

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