Wealth Management & Retirement Income Planning in River Falls, WI

At our firm, we help Minnesotans & Wisconsinites grow, protect, and use their money wisely-whether they're just getting started, preparing for retirement, or already enjoying it. From long-term financial planning to steady retirement income strategies, we're here with clear, independent advice that puts your interests first.

Small Firm Attention.

Big Firm Results.

Wealth Building

From young professionals near UW-River Falls to growing families across the community, we help people make thoughtful financial choices. Our wealth-building strategies are designed to meet you where you are and guide you toward where you want to go.

Investment Management

For River Falls families and professionals, we offer clear, goal-driven investment strategies. Whether you're building a legacy or preparing for retirement, our approach emphasizes stability, risk management, and tax-smart decision-making.

Retirement Income Planning

In River Falls, we work with individuals and couples preparing for or adjusting to retirement. Our retirement income planning is built to reduce uncertainty and align your withdrawals with real-life goals.

Social Security & Medicare Workshops

From UW-River Falls to local coffee shops, our River Falls workshops offer straightforward education on Medicare and Social Security. These small-group sessions are perfect for anyone approaching retirement.

Build a Future with Confidence

Your financial success is our priority. Through personalized planning and expert investment strategies, we help you secure a lasting legacy.

Retirement Planning & Income

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The Guetz Difference

Local Focus

We know River Falls is more than a college town. From the Kinnickinnic River to downtown businesses, we help residents balance seasonal income, healthcare costs, and long-term financial goals.

Personalized Planning

No two lives-or financial plans-are exactly alike. We take time to learn your priorities, your timeline, and what matters most to you. Then we build a strategy around those goals-not a product or preset model. You get clear guidance, flexible options, and a plan that fits your life.

Fiduciary Guidance

As independent advisors, we put your interests first-always. We don't push preset portfolios or products with strings attached. Instead, we offer straightforward advice, personalized strategies, and a planning process that puts your goals and your family's future at the center of every decision.

Client Portal Access

Our secure client portal gives you 24/7 access to your financial picture. You can track your progress, view all your accounts in one place, and stay in touch with your advisor between meetings—whether you’re at home or on the go.

Let's Talk

Whether you're planning your future or adjusting to retirement, we'd love to help. Reach out today to schedule a free, no-obligation meeting-online or in person.

Contact Us

Office Location:

 1447 Hay Creek Valley Road, Red Wing, Minnesota 55066, United States

We serve clients throughout Minnesota and welcome both in-office and virtual appointments.

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