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Steward Life Well.

Welcome!

We create customized wealth and retirement strategies for financial independence and stability. Inspired by the Cedrus Libani, the Cedar trees of Lebanon known for strength, we design plans that endure. With a focus on income planning and tax-efficient benefits, we build a strong financial foundation.

 

Our goal is to guide you confidently into this next chapter, helping Steward Life Well.

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Press Release: Cedrus Wealth Group and Rooted Tax Announce Acquisition and Partnership

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Our Team

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“Ron and I have worked with Joe Bertilson since 2015. Before we met Joe, we were having a conversation about our financial future as business owners. We did have some investments but felt we were underrepresented and unprepared.  We felt unsure of how to proceed. 

Working with Joe and his team has been more like building a friendship.  They are trustworthy, honest, and sincere.  Guiding us to set goals that we can feel confident in and then setting a structure that will help us to attain those goals.”

- LaNae

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Cedrus Wealth Group

1887 Station Parkway NW

Andover, MN 55304 

Main Office: 763.400.3224

Fax: 612.445.8551 

 

Privacy Policy 

This website is a publication of Cedrus Wealth Group.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

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