Counsel Wealth Management

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

6 Pine Tree Dr Ste 100, Saint Paul, Minn...

Phone Number

(651) 639-8707

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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May
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Aug
ZI Rank
1
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About Counsel Wealth Management

Counsel Wealth Management was founded by Paul McCready in 1987. The firm was built on the traditional values of integrity, hard work, and personalized service beyond the expected. When we manage your investments, you get all that and more. It is the kind of peace of mind that comes only with what we call "True Wealth:" all that money cannot buy and all that death cannot take away. From the beginning, it was Paul's goal to help clients find direction and focus with their investments. Providing wise counsel is more than our company name - it is our mission. Offering values based, unsurpassed service to you is the cornerstone of our company culture. This kind of dedication has placed our firm in a "best of class" category. We have been named by the Twin Cities Business Magazine as being among the top six percent of wealth advisors in the region. I am particularly proud of the success we have had managing our clients' wealth over the past decade using our Advance and Protect Investment StrRead more
Counsel Wealth Management's Social MediaPopular SearchesCounsel Wealth Management IncCounsel Wealth ManagementWealth Management IncTeam - Counsel Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Counsel Wealth Management Org Chart

PhoneEmail
LS
United States flag for contact location.

Portfolio Data Specialist

PhoneEmail
PC
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Counsel Wealth Management

<$5M
11-50
Private
<$5M
1987
LS
Lindsey ShannonPortfolio Data Specialist
$6.3M
11-50
Private
-
1987
GP
Gary PinkertonSenior Vice President, Wealth Advisor, Director of Professional Alliance and Institutional Services
<$5M
11-50
Private
-
2015
MC
Michael CummingsWealth Advisor
<$5M
1-10
Private
-
1980
SV
Steven Van HoutenPresident & Financial Advisor
<$5M
1-10
Private
-
-
PL
Pamela LeydenAdministrative Assistant
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
1983
MB
Mandy BessentNon-Registered Admin
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Counsel Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Counsel Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Counsel Wealth Management.

Counsel Wealth Management financials insights

Gather financial insights about Counsel Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Counsel Wealth Management's Financials Insights

Counsel Wealth Management Tech Stack

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Frequently Asked Questions Regarding Counsel Wealth Management

What is Counsel Wealth Management's official website?
Counsel Wealth Management's official website is www.counselwealthmanagement.com
What is Counsel Wealth Management's Revenue?
Counsel Wealth Management's revenue is <$5 Million
What is Counsel Wealth Management's SIC code?
Counsel Wealth Management's SIC: 62,628
What is Counsel Wealth Management's NAICS code?
Counsel Wealth Management's NAICS: 52,523
How many employees does Counsel Wealth Management have?
Counsel Wealth Management has 11-50 employees
What industry does Counsel Wealth Management belong to?
Counsel Wealth Management is in the industry of: Finance, Securities Trading
What is Counsel Wealth Management competition?
Counsel Wealth Management top competitors include: GoodWealth Financial Partners, Lifetime Financial Advisors, Boyer, Sikorski Wealth Management Group
What companies has Counsel Wealth Management acquired?
Counsel Wealth Management has acquired the companies: Larson Financial Group, LionsGate Advisors, Midwest Wealth Management, T A Ohlms
What technology does Counsel Wealth Management use?
Some of the popular technologies that Counsel Wealth Management uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Counsel Wealth Management?
Counsel Wealth Management contact info: Phone number: (651) 639-8707 Website: www.counselwealthmanagement.com
What does Counsel Wealth Management do?

Counsel Wealth Management was founded by Paul McCready in 1987. The firm was built on the traditional values of integrity, hard work, and personalized service beyond the expected. When we manage your investments, you get all that and more. It is the kind of peace of mind that comes only with what we call "True Wealth:" all that money cannot buy and... all that death cannot take away. From the beginning, it was Paul's goal to help clients find direction and focus with their investments. Providing wise counsel is more than our company name - it is our mission. Offering values based, unsurpassed service to you is the cornerstone of our company culture. This kind of dedication has placed our firm in a "best of class" category. We have been named by the Twin Cities Business Magazine as being among the top six percent of wealth advisors in the region. I am particularly proud of the success we have had managing our clients' wealth over the past decade using our Advance and Protect Investment Strategy. I have also been honored to speak at a wide variety of national and international conferences for professional wealth advisors. Our core strength is our team of wealth management consultants and professional support staff, who are committed to superior client service. We manage over $200 million for individuals, families, trusts, businesses, institutions, and retirement accounts. We serve an affluent customer base and, for the benefit of our existing clients, we will only accept a limited number of new clients each year.Read More

What are Counsel Wealth Management social media links?
Counsel Wealth Management Linkedin page Counsel Wealth Management Twitter page Counsel Wealth Management Facebook page
Is Counsel Wealth Management a public company?
Counsel Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Counsel Wealth Management

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