Caissa Wealth Strategies
Financial-Services
Website
Company Tagline
Fiercely devoted to your financial prosperity.
Industry Category
Business Keywords
Company Description
Caissa Wealth Strategies is a leading financial services firm fiercely devoted to your financial prosperity. With over 20 years of experience, Caissa Wealth Strategies specializes in serving women business owners, executives, and high-net-worth families. The firm acts as your Personal CFO, providing clarity and confidence in your financial well-being by analyzing, strategizing, and managing all financial aspects.
Located at 7825 Washington Ave S, Suite 625, Bloomington, Minnesota 55439, US, Caissa Wealth Strategies follows a unique triple-process approach for portfolio resilience and wealth management. This process includes torpedo proofing through repeated stress testing, utilizing tranches of income to segment future withdrawal needs, and conducting on-site investment due diligence to personally vet managers.
Caissa Wealth Strategies is committed to creating customized financial strategies, ensuring each client receives personalized attention and comprehensive support. The value at Caissa Wealth Strategies is in the process, not a product, guaranteeing a tailored and effective approach to wealth management. We invite the manager of Caissa Wealth Strategies to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Caissa Wealth Strategies est une société de services financiers de premier plan, farouchement dévouée à votre prospérité financière. Avec plus de 20 ans d'expérience, Caissa Wealth Strategies se spécialise dans les services aux femmes chefs d'entreprise, aux cadres et aux familles fortunées. L'entreprise agit en tant que votre directeur financier personnel, apportant clarté et confiance dans votre bien-être financier en analysant, en élaborant des stratégies et en gérant tous les aspects financiers.
Située au 7825 Washington Ave S, Suite 625, Bloomington, Minnesota 55439, États-Unis, Caissa Wealth Strategies suit une approche unique en trois étapes pour la résilience du portefeuille et la gestion de patrimoine. Ce processus comprend la protection contre les torpilles grâce à des tests de résistance répétés, l'utilisation de tranches de revenus pour segmenter les futurs besoins de retrait et la réalisation d'une diligence raisonnable sur les investissements sur place pour vérifier personnellement les gestionnaires.
Caissa Wealth Strategies s'engage à créer des stratégies financières personnalisées, garantissant à chaque client une attention personnalisée et un soutien complet. La valeur de Caissa Wealth Strategies réside dans le processus, pas dans un produit, garantissant une approche sur mesure et efficace de la gestion de patrimoine. Nous invitons le gérant de Caissa Wealth Strategies à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Caissa Wealth Strategies with 3 companies in Financial-Services
| Comparison Field |
Caissa Wealth StrategiesMain Company |
Connecticut Wealth M...View Profile |
Indiana Trust Wealth...View Profile |
HFG Wealth Managemen...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 1988 | 2008 |
|
Company Size
|
— | 51-200 | 11-50 | 11-50 |
|
City
|
Bloomington, Minnesota | Farmington, Connecticut | Mishawaka, Indiana | The Woodlands, Texas |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
17 Total Skills
Financial Services
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Financial Advisory
Health Care
Social Security
Divorce Planning
Education & College Planning
Tax Strategies
Life
Executive Plans
Insurance (Disability
Business Succession Planning
Long Term Care)
|
7 Total
7 Unique
Unique Skills:
Asset Management
Business Owner Planning
Charitable Gift Planning
Executive Benefits
Exit Planning
Risk Management
+1
|
33 Total
1 Common
32 Unique
Match
6%
Common Skills:
Retirement Planning
Unique Skills:
Advisory Services
advisory solutions
Business Retirement Plans
Corporations
Custody of Assets
Employee Benefit Plans
+26
|
14 Total
1 Common
13 Unique
Match
6%
Common Skills:
Retirement Planning
Unique Skills:
Automobile acquisition & purchase consultation
Biblically Aligned Investments
Business Exit
Business owner advisory services
Charitable Giving
Comprehensive Financial Planning
+7
|
4
Total Companies1988
Oldest Founded1
Countries68
Unique SkillsSimilar Companies
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Alternative Company Names
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