Over a combined 50 year history, our team has earned a reputation for consistently offering clear financial guidance for individuals and businesses.
Our dedication to developing lasting relationships is an attribute shared by all of our team members as we help you assess your financial goals and participate in the management of your finances.
Based in Minnesota, Ledge Wealth is a fee-based, independent, registered investment advisory firm that provides unbiased investment advice and legacy planning for high net worth individuals, families, and business owners across the United States.
Ledge Wealth is not affiliated with any brokerage firm, insurance company, or bank which means there is no incentive to recommend one investment tool over another.
We disclose all fees up front to ensure a transparent relationship from the beginning. This also allows you to have a greater chance of earning success over time because you control your costs.
We are passionate about, and committed to, putting clients’ interests first. Always.
Commitment to Excellence
Clients’ Interests First
Impact People’s Lives
Professional & Fun
Meet the Team
Kurt DurrwachterCFP®, CRPS®
CEO | Founder
Gina K. BartellCFP®, CDFA®
COO | Partner
Sam RonlundAdvisor | Partner
Financial Planning Associate
Kevin J. KluesnerAdvisory Board
Sandra MiddendorfClient Service Associate
Chelsea BentleyDirector of Client Experience
Seth JungelsInvestment Operations Associate
What we do, and the conversations we have with our clients, involves so much more than money alone. We talk about their lives, dreams, and passions. More of a calling, we strive to uncover what each client truly values, and then we map out a financial plan to realize those goals. More simply, we care for our clients, and we invest the time to get to know them on a genuine, personal level.