Surety Wealth Group

10/30/2026

This week Matthew and Andy from the Surety team attended the 2-day Faith Forward conference in Fargo hearing from speakers on Christian leadership/servanthood in the business setting and in life. What an amazing use of time as we work on ourselves so that we can be better for others.

10/30/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact your Surety Wealth Group team to discuss a timeline and/or strategy that best suits your needs.

10/28/2026

Today Surety Wealth Group celebrates 4 years! In 2022, we stepped away from our previous firm to be able to grow our team. customize our financial planning relationships with our clients, and to make sure we had the opportunity to think independently. THANK YOU to all the people that have trusted us the last 4 years (and the 14 before that) - we look forward to many more years ahead!

We celebrate today with a homemade SWG cake made by one of the kids of the Surety team. It is always best to celebrate with cake!

10/27/2026

We love our Surety Wealth Group volunteer days - this month we were spending time preparing meals/snacks for the residents of Ronald McDonald House of the Red River Valley. Thank you to all that joined us in this give back afternoon!

10/25/2026

She brings a smile to every person's face - a very happy birthday to our Client Service Specialist, Annette McGrath!

10/24/2026

Earlier this month, financial advisor Andrew Lien, headed to Dallas, TX to spend 3 full days in a classroom preparing for a certification exam that he has been studying for over this last year+. You've got this Andy - you and your clients are better off for all the work you have put into this!

10/23/2026

After a friendly competition between our interns last week, Micah came out victorious over Bridger and had the opportunity to celebrate with Crumbl (with no plans to share)!

10/21/2026

10/20/2026

Read the latest market insights from Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/19/2026

The Surety Wealth Group team was happy to once again partner with the Fargo Mini as a Mile Marker sponsor. No better way to spend a weekend in the Fall than running the wooded trails along the Red River!