Our Practice

The Seekell Solberg Boersma Group is a multigenerational team helping families make well informed decisions at each stage of life in order to grow, preserve and transfer their wealth. We strive to provide you piece of mind through comprehensive wealth management and leveraging the vast resources at Baird. With expertise in Advanced Planning, Investment Consulting and Relationship Manager together our team helps you navigate life’s complications. We address questions that come up at each life stage, considering the impact that decision will have on your greater life goals and ultimately leave you confident in your decision and financial plan.

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Investment Consulting
Is my money working as hard as I’d like or need it to? And is it aligned with what I actually care about?
You work hard to create a life and the future you want for yourself and the people you care about, and it’s crucial your investments work just as hard. We make sure your money, investments and goals are in complete alignment, taking into consideration all variables that could impact your plans, including interest rates, taxes, exposure to risk, the market and the overall economy.

Advanced Planning
How can I make the most of my money?
No matter where you are in your life’s journey, there are things you want for yourself, your family and the causes you care about. We can help you prioritize and plan so you can achieve your goals of tomorrow without sacrificing what you want for yourself today.

Relationship Management
There are so many things to consider. Have I missed anything?
Once we create and execute a plan it is vital that we continue to revisit that plan and work in concert with your other professional advisors to establish a unified strategic approach. Additionally, through a variety of mediums we will keep you informed in the areas most important and concerning to you.

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