Business Details
Your Trusted Partner for Holistic Wealth Management
Paradigm Strategies in Wealth Management Strategies in Wealth Management is a mid-sized boutique firm dedicated to serving families across multiple generations. Our team-based approach ensures clients receive personalized attention and collaborative expertise, fostering enduring partnerships. With over 25 years of experience, we specialize in holistic wealth management, combining investment strategies, tax planning, and estate solutions tailored to individual life phases.We prioritize long-term relationships, emphasizing diversification, low-cost investments, and tax efficiency to help clients achieve financial independence. Our mission is to provide clarity and peace of mind, guiding clients through life's evolving financial challenges while maintaining a commitment to ethical practices and client-centric service.
Services
Wealth Management
Financial Planning
Tax Planning
Estate Planning
Investment Management
Financial Modeling
Risk Management
Legacy Planning
Portfolio Rebalancing
Retirement Planning
Highlights and features
- We offer a collaborative team approach with decades of combined experience.
- Our multigenerational focus addresses evolving family financial needs.
- We implement tax-efficient strategies to reduce client liabilities.
- Our financial modeling guides personalized paths to independence.
- We maintain transparency in fee structures and investment decisions.
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Wealth Management
Our wealth management services provide comprehensive strategies tailored to your life phases. We combine investment management, tax planning, and estate solutions to build long-term financial security. Our team collaborates to create personalized roadmaps that adapt to changing goals and market conditions.
Financial Modeling
Financial modeling helps visualize your path to financial independence. We analyze savings targets, retirement needs, and investment growth scenarios to guide decision-making. Regular updates ensure your plan stays aligned with evolving objectives and market realities.
Tax Planning
Our tax planning optimizes portfolio structures and distribution strategies to minimize liabilities. We collaborate with accountants to implement pre- and post-tax solutions, harvest tax losses/gains, and navigate complex regulations for maximum after-tax returns.
Estate Planning
Estate planning services ensure your assets transfer according to your wishes. We coordinate with legal professionals to create wills, trusts, and beneficiary designations while minimizing estate taxes and administrative complexities for your heirs.
Investment Management
Investment management focuses on diversified, low-cost portfolios aligned with your risk tolerance. Our discretionary and non-discretionary approaches emphasize long-term growth, regular rebalancing, and careful monitoring of market conditions and fund expenses.
People
Kris Bentzen
Advisor/President
With over 25 years at Paradigm Strategies in Wealth Management Strategies in Wealth Management, Kris Bentzen leads strategic initiatives and client relationships. His extensive experience shapes our collaborative team approach to wealth management.
Sean Grote
Vice President of Investments and Client Services
Sean Grote oversees investment strategies and client service operations. He leads advisor teams while maintaining direct client relationships through personalized financial planning.
Bill Strand
Founder
Bill Strand founded Paradigm Strategies in Wealth Management Strategies in Wealth Management with 35+ years of financial services expertise. As a retired board member, his legacy continues through our multigenerational approach to wealth management.
Questions
What services does Paradigm Strategies in Wealth Management Strategies in Wealth Management offer?
We provide wealth management, financial planning, tax strategies, estate planning, and investment management tailored to multigenerational family needs.
How does your team approach work?
Your family works with our entire team, combining diverse expertise to address all aspects of your financial journey through collaborative decision-making.
What investment philosophy do you follow?
We emphasize long-term growth, diversification, low-cost investments, and tax efficiency while avoiding speculative trends like meme stocks or cryptocurrencies.
How are fees structured?
Fees include asset-based charges (quarterly) and fixed fees for financial plans. We maintain transparency about all costs affecting your investment returns.
Do you work with out-of-state clients?
We serve clients in states where we're properly registered. Contact us to confirm availability in your specific location.
How often do you review financial plans?
We conduct annual reviews and progress meetings, with more frequent check-ins during the initial planning phase or when significant life changes occur.
