Peter G. Miles
President/Financial Advisor
Stephanie Kraft
Chief Operations Officer/Chief Marketing Officer
Sheng Messerly
Client Relationship Manager
Kelly Keeley
Client Experience Manager
Greger P. Svensson
Client Support Manager
John A. Mandt
Financial Advisor/Chartered Federal Employee Benefits Consultant
Jody McDonough
Financial Advisor/ Certified Financial Planner™
Scott Bosch, MBA
Financial Advisor/Certified Plan Fiduciary Advisor
Gregory Pierce
Financial Advisor
Daniel J. O'Brien
Investment Representative
Virgil Brenny
Financial Advisor
Ruth Miles
Office Assistant
Winston
Greeter
OUR PHILOSOPHY
When it comes to transitioning your business, you deserve a thoughtful transition process to enable a smooth transfer for yourself, your team, and your clients. You want to engage with an organization that fits your values and culture. You need to ensure you’re partnering with a team that will provide your clients with the flawless client experience you deliver. Here’s what you can count on when you partner with St. Croix Wealth Management.
Succession by Design philosophy — we believe:
- In placing the clients’ interests first!
- That if we help you manage the minutia, you will enjoy the business more and increase your productivity.
- Business is more fun when we collaborate and share ideas.
- That designing your succession will increase the value of your business whenever the time is right for you.
You’ve spent a long and successful career building a business. Let’s think about how you can spend the rest of it “enjoying the business”.
OUR CULTURE
Integrity and trust are values that drive our strong sense of conviction to do right by our clients. To effectively serve our clients, we believe it’s important to genuinely relate to them and assume their perspective. We put ourselves in our clients’ shoes to understand what matters most to them so we can create a roadmap to help our clients pursue their financial goals and objectives.
OUR VALUE PROPOSITION
We work with retiring advisors to ensure their legacies are preserved through continued care of their clients. We offer a seamless transition which incorporates the goals, needs and objectives of a retiring advisor. This has been an avenue to growth for our practice and allows us to continue to provide the highest level of transition support.