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110 Cheshire Lane, Suite 200, Minnetonka, MN 55305

(612) 746-7018
chris@saltpointcp.com
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Concierge Wealth Management

Comprehensive advice and step-by-step care

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Executive Benefits

Helping you maximize the complex corporate benefits you receive

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Business Owners

Personalized guidance for every stage of your business

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Our Three-Step wealth management Process as a fiduciary

Every action we take is based on our data-driven, three-step process

Assess

See Our Financial Services PlaceMat

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Plan

Your financial future with MoneyGuide Pro

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Manage

Your portfolio with Portfolio Partners

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life paths, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen by a fiduciary in the financial industry. 

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Debt Stress

Debt Stress

There’s a link between debt and stress.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Meet Our Team

Chris Kellett

Chris Kellett

Owner | Partner | Financial Advisor

Chris Zuck*

CHRIS ZUCK*, CFP, AIF, CEPA

Executive Planner, AdvisorNet Financial Partners

Anna Meemken

Anna Meemken

Senior Client Service Associate

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