- Headquartered in Maple Grove, MN, Paradigm: Strategies in Wealth Management, LLC is creating a new paradigm in the financial industry, based on the values of trust, accountability, and transparency.
- Because Paradigm is a fee-based advisory firm, you can rest assured we always operate based on what is in your best interest, not on pitching products that pay commission.
- We serve as a fiduciary and treat your investments with the same care and concern as you would, always acting in your best interests.
- The Paradigm team consists of Bill Strand, founder and principal; Anita Edlund Kalafut, CFP® and Lead Advisor; Kris Bentzen, Support Advisor, RP®, and Client Services Manager; Dayna Geisbauer, Paraplanner; and Bill Strand, Sr., Tax and Accounting Specialist.
- Paradigm is a wealth management firm serving a select few clients who are committed to working toward their financial success and who would like to preserve their wealth for themselves and their families.
- Paradigm specializes in working with entrepreneurs and medical professionals, like doctors and dentists, who often are so focused on their businesses that their personal finances do not get the necessary attention.
- As a small boutique firm, we develop long-term, collaborative relationships with a limited number of select clients.
- Paradigm offers wealth management services in the following areas: Planning for Financial Independence; Investment Management; Portfolio Distribution; Estate & Legacy Planning; Tax Planning; Risk Management; Business Succession Planning; and Planning For Medical Professionals.
View our client brochure