Tempo Wealth is a financial planner in Chanhassen, Minnesota, offering personalized financial planning, wealth management, retirement planning, and investment strategies to help clients achieve their financial goals. The firm serves individuals and families seeking guidance in building and preserving wealth, with a focus on disciplined investment management, tax efficiency, and long-term growth. Their services include insurance and risk management to safeguard income and assets. Located at 7915 Stone Creek Dr STE 120, Tempo Wealth is situated on Stone Creek Drive, about a mile from Bluff Creek and Riley Creek, and near Sugarbush Park and the Bluff Creek School Recreation Center. The business is also within a short distance of the Prince Rogers Nelson Memorial Highway and the Chanhassen Chamber of Commerce, a community center.
The firm traces its origins to 1986, when it began as Tempo Investment Products, Inc., founded by the current owner’s father as a software-based investment tool for retail investors. Feedback from users led to a shift in focus toward managed investment services, evolving into the client-centered approach practiced today. The team includes Brent Romenesko, owner/advisor, Bennett Kerfeld, associate advisor, and Nicole Donoso, financial assistant. The firm emphasizes trust, accessibility, and long-term partnership, aiming to help clients achieve not only financial objectives but broader life aspirations through personalized strategies.
Tempo Wealth maintains a 4.00 rating based on client reviews, reflecting a reputation for reliable, client-focused service. The firm is known for its commitment to transparency and tailored financial guidance, helping individuals navigate complex financial landscapes with clarity and confidence. Its presence in Chanhassen is anchored by a legacy of evolving client needs and a consistent dedication to financial well-being.