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Accrū Wealth | Your Trusted Partner

Simplifying the Complexities of Your Wealth & Your Life

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Our Difference Financial Planning Solutions


For over 30 years, we’ve developed multi-generational relationships as we help business owners and their families manage their finances. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.

Our team can provide you with investment services and guidance that make the most sense for you and your family. We’ll also be there to help you each step of the way as you pursue your personal financial goals.

Our TeamGuided by experience, driven by the power of personal

We offer a team approach to financial planning, delivering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Craig Popp

Craig Popp, CFA®, CEPA®

Financial Advisor

Craig is focused on serving business owners, corporate retirement plans and individuals who are diligent about building wealth. He oversees everything specific to client relationships, including investing, financial planning,...
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Maria Novak

Maria Novak

Branch Professional

Maria Novak is a Branch Professional with Accru Wealth. Maria comes to the financial planning industry from an over 15-year career in Education where she taught the subject of Visual Arts and Design as well as a background in Special...
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Our ClientsFinancially Diligent, Long-term Focused & Ready

You’ve spent a lifetime building a legacy let us help you make the most of it. Managing, growing and preserving wealth for generations is our highest objective.


Individuals

Pragmatic Wealth Management for Families and Individuals.

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Business Owners

Customized Strategies for Business Owners and Entrepreneurs.

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Corporate Retirement Plans

Retirement Plan Guidance for Institutions.

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Our Approach
You & Your Goals Are at the Center of All That We Do

At Accrū Wealth, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.

By demonstrating our objectivity while providing service that is personal and responsive, we aim to build a relationship with you for the long term. And, as a team, we work closely with your CPAs, attorneys and other professionals to help ensure our planning fully aligns with your needs.

We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive.

1Discover

At this meeting, we want to make sure your situation matches our services and that we are a good fit for each other. We will get to know one another and gain clarity on your goals, concerns and unique financial situation.

2Define

We’ll use the information you share to review your goals, finances, and overall strategy, then develop and present a tailored approach for your consideration.

3Reflect

We are interested in forming long-term client relationships. We want you to feel completely comfortable with your decision to partner with us.

4Begin

We've mutually agreed to work together! It's time to initiate onboarding, engage in more profound goal-setting conversations and solidify expectations

Be Ready for what's nextExit Planning Services for Business Owners

Exit Planning with Accrū Wealth asks and answers all the business, personal, and financial questions involved in a business transition. Many business owners struggle to align their personal finances, only paying attention to the business finances. Having an advisor on your team that possesses the CEPA designation will help you build a more valuable company, align your financial goals and create a solid personal financial plan that can help you confidently transition into a successful retirement.

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ResourcesInsightful Ideas

What Seasonal Patterns Like “Sell in May” Mean for Investors

What Seasonal Patterns Like “Sell in May” Mean for Investors

The human brain is excellent at finding patterns, a skill that has evolved to help us across many parts of life. However, it can also lead us astray when there is no real pattern at all, such as when we see shapes in clouds and ink blots...

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What we know about Trump Accounts

What we know about Trump Accounts

On Friday, March 6th, the U.S. Department of Treasury and the Internal Revenue Service released the first set of proposed rules for a new federal savings program, known as Trump Accounts, designed for children. With more information on...

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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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meeting you where you areServing Willmar, Minnesota, & Beyond

For generations, we have taken great pride in serving individuals and business owners in Willmar, across Minnesota, and throughout the country. Our commitment is rooted in building lasting relationships, understanding each client’s unique goals, and delivering thoughtful, personalized financial guidance. We are honored to carry on a tradition of helping clients make confident decisions for their futures, their families, and their businesses.

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