St. Croix Wealth Management

St. Croix Wealth Management is a financial planner in Oakdale, Minnesota, serving individuals and families with comprehensive financial and retirement planning solutions. The firm specializes in retirement planning, estate and legacy planning, tax optimization strategies, asset structure analysis, and real estate guidance, helping clients navigate life’s financial milestones with personalized strategies. With a mission to support clients at every stage of life, from early career planning to retirement, the firm emphasizes long-term relationships and tailored financial GPS planning. Clients benefit from a team approach, with services covering investment strategies, debt management, education planning, and charitable giving. The firm is based at 7815 3rd St N STE 201 in Oakdale, serving the local community and surrounding areas.

The firm’s approach centers on building strong, lasting client relationships through customized financial planning. It emphasizes education and guidance, helping clients understand their financial landscape and make informed decisions. Services include comprehensive financial planning, tax-loss harvesting, Roth conversions, 1031 exchanges, estate and trust planning, and executive benefit analysis. The team, led by President Peter G. Miles and including certified financial advisors and specialists, brings over 250 years of combined experience in the financial industry. They focus on empowering clients through clear communication, proactive strategy, and ongoing support throughout life’s changing financial phases.

Located on 3rd Street North in Oakdale, the firm sits approximately a mile from 10th Street North and is within a short distance of Powerline Park, Pondview Park, and the Oak Marsh Golf Course. It is also just 0.1 miles from Action Behavior Centers, a clinic specializing in ABA therapy for autism, and 0.4 miles from Battle Creek. These nearby natural and community landmarks define the immediate surroundings.

St. Croix Wealth Management is known for its client-focused philosophy, personalized service, and commitment to helping individuals achieve financial clarity and long-term security. The firm’s emphasis on education, transparency, and holistic planning distinguishes it as a trusted partner in financial wellness for residents of Oakdale and the surrounding region.