Individualized Wealth Management Solutions
Since 1995 the Wold Financial Group has focused on helping clients achieve
financial confidence through comprehensive wealth management.

Individualized wealth management solutions that deliver comprehensive financial confidence.

Most investment firms talk about financial security, investment planning, or wealth management as the core competencies of their business. The Wold Financial Group incorporates these competencies, and takes them a step further. Through our years of experience, we’ve found clients aren’t simply in search of a firm to manage their wealth and investments. They’re in search of a partner who can help them achieve financial confidence irrespective of the varied and employable wealth management solutions offered by any firm.

What is financial confidence, and what does it look like for your family? The answer to that question is unique for each client, however we believe trust is the foundation of financial confidence. That is why during our initial engagements we aren’t just talking about your long term financial goals, we’re also taking the time to get to know you, your family, and the dynamics of your life. We look at your wealth comprehensively to understand how your assets are currently handled. We bring our knowledge of the products, services and objectives that will aid in attaining your financial goals and together we develop a comprehensive wealth management solution that encompasses all of your assets.

Simply put, when it comes to your financial goals, the Wold Financial Group serves as more than just your money manager. We’re dedicated to earning your trust, establishing a long term relationship between your family and our firm, and delivering on what you need to feel financially confident.

The Pillars of Financial Confidence

Communication

We believe in a good, old-fashioned handshake. Initial in-person meetings help us get to know one another and establish better downstream communication patterns.

Once the relationship is established, we communicate frequently with clients via their preferred mode of communication – whether that be continued in-person meetings, by phone, email or video conference

Collaboration

You portfolio is unique to you, so collaboration between you, your family and our firm, as well as with anyone in our extensive referral network is imperative.

We define and understand your unique financial situation, we’ll make suggestions and recommendations, ensuring that you have all the information and guidance you need to make the decisions that help you achieve your goals.

Customization

Every portfolio we manage is completely individualized. Based on what we learn about your situation, we’ll customize your portfolio with a focused set of products that best suit your needs, wants, desires and goals.

Long term, we’ll work together to optimize a plan, balancing your situation with the best tools and services to deliver on your goals

About Our Firm

Having worked as both brokers and advisors, the Wold Financial Group has the varied experience that clients desire in a wealth management partner. We are not a financial planning agency; rather we work with clients to wholistically manage all of their assets. We call this Comprehensive Wealth Management.

In addition to our own service-based capabilities, we have an extensive professional network that has been built through years in the industry and frequently refer clients to support and complement their portfolio needs. Additionally, we stay as educated and informed about current trends and situations that may affect your portfolio as we do about changes in your own life and situation, and work with you to implement changes or adjustments as needed.

Whether you’re looking to grow your assets or need a focused distribution partner, you can rest assured that the Wold Financial Group’s conservative approach to wealth management will deliver a comprehensive management plan that offers conservative growth, income, and preservation of capital.

Ryan Wold

Ryan Wold

Managing Partner

rwold@woldgroup.com
O: 612.347.7811
C: 612.396.6699

Ryan Wold is a founding member of the Wold Financial Group.  He has over 25 years of Investment Management experience, and holds the designation of Wealth Management Specialist from the College of Financial Planning.  Ryan graduated from Augsburg College with a degree in Business Management.  Ryan lives in Inver Grove Heights with his wife Molly.  He enjoys spending time with his boys, Graham and Keegan, and his dog, Bobbie.

Stephanie Wright

Stephanie Wright

Managing Partner

swright@woldgroup.com
O: 612.347.7825
C: 612.251.8995

Stephanie Wright has over 25 years of experience working in the financial services industry and the Wold Financial Group, and is committed to providing our clients with the highest level of service.  She graduated from the University of Minnesota with a degree in Communications.  Stephanie lives in Eagan with her husband Jeff.  She enjoys being a board member for her community association, as well as the Treasurer for the Art in Bloom Event at the Minneapolis Institute of Arts.  In her spare time, she enjoys spending time with her daughter, Taylor, who is a Veterinary Science major at the University of Minnesota, and also playing with her three dogs, Boss, Gigi and Georgia.

Barry Wold

Barry Wold

Managing Partner

bwold@woldgroup.com
O: 612.347.8692
C: 612.730.6216

Barry Wold is the founding member of the Wold Financial Group.  He serves as a consultant to the business.

Contact & Location

Wold Financial Group
750 Main Street, Suite 109
Mendota Heights, MN  55118

Disclosure

All investment advisory services are provided in conjunction with AdvisorNet Wealth Management (“AWM”), an SEC registered investment adviser located in Minneapolis, Minnesota at 701 Fourth Avenue South, Suite 1500, Minneapolis, Minnesota 55415, https://advisornet.com/wealth-management-home/

Investment advisory services offered through AdvisorNet Wealth Management. Wold Financial Group and AdvisorNet Wealth Management are separate entities.

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AdvisorNet is engaged, or continues to be engaged, to provide investment advisory services.

Check the background of this financial professional on SEC’s Investment Advisor Public Disclosure website.

Ryan Wold | Stephanie Wright | Barry Wold