Accrū Wealth | Your Trusted Partner
Simplifying the Complexities of Your Wealth & Your Life
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, CFA®, CEPA®
Financial Advisor
Maria Novak
Branch Professional
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.
Business Owners
Customized Strategies for Business Owners and Entrepreneurs.
Corporate Retirement Plans
Retirement Plan Guidance for Institutions.
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.
ResourcesInsightful Ideas
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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.