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LifeStage Wealth Management
LifeStage Wealth Management is a state-registered investment adviser in Coon Rapids, MN. It manages approximately $75 million in regulatory assets.
Overview
LifeStage Wealth Management is a state-registered investment adviser in Coon Rapids, MN. It manages approximately $75 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1997
Location
Region
North America
Country
United States
City
Coon Rapids
Corporate office
Coon Rapids, MN, United States
Sector focus
Frequently asked questions
What investment philosophy does LifeStage Wealth Management follow?
The firm emphasizes financial planning over product sales, structuring portfolios around client-defined goals such as retirement income, education funding, and legacy transfer. Investment implementation favors low-cost, diversified public-market holdings, with allocation to equities, fixed income, and real estate through REITs. There is no public evidence LifeStage recommends or allocates to private equity, venture capital, or hedge funds.
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