SCV Team

796 Bielenberg Dr Ste 101

Woodbury,

MN

55125

About the SCV Team

The SCV Team delivers a team-driven, independent approach to financial advising. Our collaborative culture means every member of our office takes part in providing the best possible client experience, from the front desk to our advisors. We take pride in our commitment to client service, seamlessly integrating our clients’ unique goals. 

As an advisory practice in the St. Croix River Valley, we focus on relationships, not just numbers. We believe that if we prioritize our relationships with our clients and deliver holistic experience, including comprehensive wealth planning, everything else will take care of itself. 

If you’re ready for a caring advisory team that values the well-being of our clients, book an introductory meeting today. 

Resources from our team

Blog

As the holiday season approaches, many people focus on the joy of receiving gifts and partaking in the festivities. And in the whirlwind of holiday shopping deals and the chaos of Black Friday and Cyber Monday, it's easy to forget the true essence of the holiday season: the spirit of giving. But there's a day that reminds us of this core value: Charitable Giving Tuesday. This day is not just about giving back. It's a chance to transform lives, including our own.

Blog

Retirement is, undeniably, a major transition. Over the coming months, you’ll make the shift from going to work on a daily basis to spending your time with either a part-time job or something outside the workforce altogether.

Blog

If you’ve lived in a northern state and you’re approaching retirement, the dream of moving to a sun-kissed state with low or no state income taxes has probably crossed your mind at least once. Or maybe you’re a southerner with dreams of snow-capped hills for a holiday retreat.

Blog

Imagine contributing to a 529 plan for your child for the last decade, but when it’s time to send in college applications, your son or daughter tells you they don’t want to go.

Events and Webinars

Charitable giving has an immense impact on society and can deliver immediate benefits to the recipients. However, many people are unaware of the extensive advantages for the donor. In addition to assisting those in need, funding research, and delivering essential services, charitable giving also has comprehensive tax benefits when done correctly.

Team locations

Woodbury, MN
796 Bielenberg Dr Ste 101, Woodbury, Minnesota, 55125

Let's Work Together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that supports your goals.

Contact Our Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.