Wealth Management & Retirement Income Planning in Minnesota & Wisconsin

At our firm, we help Minnesotans & Wisconsinites grow, protect, and use their money wisely-whether they're just getting started, preparing for retirement, or already enjoying it. From long-term financial planning to steady retirement income strategies, we're here with clear, independent advice that puts your interests first.

Small Firm Attention.

Big Firm Results.

Wealth Building

We help individuals and families across Minnesota & Wisconsin create financial plans that align with their goals. From budgeting and saving to building investment habits that stick, we help you take smart next steps-no matter your starting point.

Investment Management

Our team provides disciplined investment strategies tailored to your risk tolerance and time horizon. Whether you're in Red Wing, Goodhue County, or River Falls, we'll work with you to build and manage a portfolio designed for the long haul.

Retirement Income Planning

We specialize in creating reliable income streams for your retirement. We'll help turn your savings into a sustainable monthly "paycheck," optimized for taxes, inflation, Social Security, and peace of mind.

Social Security & Medicare Workshops

Our local retirement workshops focus on real-life questions about Social Security, Medicare, and healthcare planning. Whether you're approaching 65 or already retired, these sessions offer practical insights and clear answers.

Build a Future with Confidence

Your financial success is our priority. Through personalized planning and expert investment strategies, we help you secure a lasting legacy.

Retirement Planning & Income

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The Guetz Difference

Local Focus

We serve individuals and families in Red Wing, Lake City, Cannon Falls, Hastings, and nearby Wisconsin communities like Prescott and Ellsworth. We understand the financial concerns that come with life in this region-including rising healthcare costs, seasonal income patterns, and generational wealth planning.

Personalized Planning

No two lives-or financial plans-are exactly alike. We take time to learn your priorities, your timeline, and what matters most to you. Then we build a strategy around those goals-not a product or preset model. You get clear guidance, flexible options, and a plan that fits your life.

Fiduciary Guidance

As independent advisors, we put your interests first-always. We don't push preset portfolios or products with strings attached. Instead, we offer straightforward advice, personalized strategies, and a planning process that puts your goals and your family's future at the center of every decision.

Client Portal Access

Our secure client portal gives you 24/7 access to your financial picture. You can track your progress, view all your accounts in one place, and stay in touch with your advisor between meetings—whether you’re at home or on the go.

Let's Talk

Whether you're planning your future or adjusting to retirement, we'd love to help. Reach out today to schedule a free, no-obligation meeting-online or in person.

Contact Us

Office Location:

 1447 Hay Creek Valley Road, Red Wing, Minnesota 55066, United States

We serve clients throughout Minnesota and welcome both in-office and virtual appointments.

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