Innovative Investment.
Responsive; Responsible
Many financial advisors simply invest their clients’ money in various mutual funds, effectively outsourcing investment management to those fund managers.
At Wade Financial Group, we take a different approach. Our in-house investment team uses our advanced investment strategies to build your custom portfolio, designed to reach your goals.
With our ConVal® approach to investing, we seek to reap rewards over the long term—while also seeking to protect your wealth against market downturns.
Aligned to Your Goals
Our investment team has developed multiple investment strategies, each carefully calibrated to meet a specific client objective.
Learn More.
Contact us today to learn more about these and our other investment strategies. Call (763) 797-9577 or e-mail us at
info@wadefinancialgroup.com.
There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. These portfolios involve risk, including possible loss of principal.