Ledge Wealth Management

The Sartell MN team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

AIS Planning is dedicated to providing the very best in Wealth Management and Retirement Plan services, focused on helping clients think bigger, plan better so they can enjoy more. We understand that talking about your money is an emotional matter...

Flatirons Capital Management has been maximizing profitability for mortgage bankers since 1996. Founded to meet the demand for affordable, high quality risk management and reporting services, the company was founded by visionary individuals that quickly expanded to provide a full spectrum of secondary marketing solutions for its clients. Today, FCM partners with mortgage bankers of all sizes to successfully execute risk management strategies for greater efficiency and profitability. From the beginning, Flatirons Capital Management has been committed to creating a "risk neutral" environment for mortgage bankers. Our proprietary software and unique revenue-based hedging system reflect that philosophy. The FCM team, nationally known experts in the mortgage banking risk management field, provide tools and techniques that have enabled FCM clients across the country to realize significant gains over what they could achieve on their own. FCM is staffed by a team of senior managers and consultants with 40 plus years of mortgage pipeline management experience, a thorough knowledge of the industry, and an excellent reputation in the mortgage investment community. This is a very dynamic industry and FCM understands the importance of staying ahead in this ever-changing environment. So we have some of the most innovative technology talent on board as part of the team-ensuring that FCM clients always have access to the most advanced capabilities available in the industry.