Ryan S. Antkowiak, CFP®, Financial Advisor offers a personalized approach to Wealth Management. Ryan believes in order to succeed in your personal and professional life, it is critical to have a plan. My partner and I have developed and refined a wealth management process called ThrEEE to help us Engage, Evaluate, and Enrich our client’s lives. Our goal is to form a long-term partnership with our clients built on trust and integrity. Our clients also benefit from the world-class resources and talent of Baird, recognized for 14 consecutive years as one of FORTUNE’S 100 Best Companies to Work For ® in America (#4 in 2016).
We work with a select group of families managing their financial affairs so they can focus on what interests them most. Our goal is to provide families with investable assets of $1 million and above a consistent, disciplined service model, as well as an investment and risk management methodology typically only available to ultra-high net worth investors. Our approach is collaborative, utilizing a financial network of advisors including accountants, attorneys, insurance specialists, bank and trust companies, lenders, and more.
Our ThrEEE Wealth Management Process incorporates comprehensive planning with exceptional proactive client-service. The process is deliberately circular so we never stop engaging, examining, and enriching our clients financial well-being.Minnetonka, MN 55305