Happy New Year from all of us at CAISSA Wealth Strategies! We hope your year is off to a wonderful start and that 2025 brings growth, success, and new opportunities. As always, we remain committed to helping you navigate life’s transitions with clarity and confidence. Thank you for trusting us to be part of your journey. Here's to a fantastic year ahead! #HappyNewYear #2025 #WealthStrategies #CAISSA
Caissa Wealth Strategies
Financial Services
Bloomington, Minnesota 619 followers
Fiercely devoted to your financial prosperity.
About us
Together, we help you achieve financial prosperity. Caissa Wealth Strategies has been serving women business owners, executives, and high-net-worth families for over 20 years. We are your fiercely devoted and experienced team of financial advisors developing financial plans that meet your unique situation and goals. We strategize multiple steps ahead, just as one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others but all are integral. We act as your Personal CFO to analyze, strategize, and manage ALL of the financial pieces so that you don’t have to. We ensure you have clarity and confidence in your financial wellbeing. At CAISSA, we follow our unique triple-process approach for portfolio resilience and wealth management. Our value at Caissa Wealth Strategies is in our process, not a product. We believe in creating a customized financial strategy for our clients by using three key Caissa processes: 1. Torpedo Proofing: Repeatedly Stress testing for potential toxic events, or ‘Torpedoes,’ (such as market downturns, death, disability, rising healthcare costs or outliving your assets) that could derail our plan. 2. Tranches of Income: An overlay process to analyze our investment allocations by segmenting future withdrawal needs into three ‘Tranches,’ or timeframes, and determining the amount of assets needed for the investment portfolio to appropriately fund each tranche, reducing anxiety about getting through the next market dip. 3. On-Site Investment Due Diligence: Personally vetting our managers at their place of business garners valuable insight otherwise not ascertained in a standard data report. Only face to face can we truly solidify our understanding of the investments we own.
- Website
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http://www.caissawealth.com
External link for Caissa Wealth Strategies
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Bloomington, Minnesota
- Type
- Partnership
- Founded
- 2009
- Specialties
- Financial Planning, Wealth Management, Investment Management, Tax Strategies, Estate Planning, Divorce Planning, Business Succession Planning, Insurance (Disability, Life, Long Term Care), Executive Plans, Social Security, Health Care, and Education and College Planning
Locations
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Primary
Get directions
7825 Washington Ave S
Suite 625
Bloomington, Minnesota 55439, US
Employees at Caissa Wealth Strategies
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Julie Schindel
Operations Professional
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Julie Betchwars
Retired Wealth Advisor
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Merissa Perkins, CFP®
Sr. Wealth Planner at CAISSA Wealth Strategies
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Kelly S. Olson Pedersen, CFP®, CDFA
Certified Financial Planner | Wealth Management | Investment Advisor | Founder and CEO at Caissa Wealth Strategies
Updates
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What’s driving the post-election market surge? 📈 From record stock market highs to inflation concerns and geopolitical tensions, the current economic landscape is presenting both challenges and opportunities for investors. In our latest blog, we explore key market trends, including clean energy policies, inflation risks, and global political shifts, and share CAISSA’s perspective on what these developments could mean for your wealth plan. Click the link to read more: https://lnkd.in/guX-gz4B #CaissaPerspectives #MarketInsights #DecemberPerspectives #wealthstrategies
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Today, on International Volunteer Day, we’re celebrating the spirit of giving back! 🌟 Our Caissa Wealth Strategies team has been proud to participate in various volunteer events throughout the year, supporting causes close to our hearts and making a difference in our community. From fighting hunger to supporting local nonprofits, we believe in the power of coming together to create a positive impact. A heartfelt thank you to our team members for their dedication and to the organizations we’ve partnered with along the way. #InternationalVolunteerDay #CaissaCares #GivingBack #VolunteerWork #CommunityImpact
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Wishing you a very Happy Thanksgiving from all of us at Caissa Wealth Strategies! 🍁🦃 This season, we are especially grateful for our clients, colleagues, and community, who inspire us every day. May your Thanksgiving be filled with gratitude, joy, and cherished moments with loved ones. Wishing you and your loved ones a wonderful holiday! #Thanksgiving2024 #Gratitude #CaissaWealth #HolidaySeason
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And the winner is… Every Meal! 🏆 On the final day of our 5 Days of Giving campaign, we’re excited to announce that Every Meal has earned 1st place! They’ll receive a financial donation, and on behalf of CAISSA and our clients, our team will be donating time to support their incredible mission of fighting child hunger. A huge thank you to everyone who participated in this campaign and helped us highlight such impactful organizations. Together, we’re making a difference! #5DaysofGiving #EveryMeal #caissacares #communitysupport
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In 2nd place for our 5 Days of Giving campaign is the VA! Their dedication to making a difference has earned them a well-deserved donation from CAISSA on behalf of our clients. Thank you to everyone who helped us highlight these incredible organizations. Check back tomorrow to see who secured the top spot! #5DaysofGiving #VA #communitysupport #caissacares
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Taking 3rd place in our 5 Days of Giving campaign is the Greater Minneapolis Crisis Nursery. We are grateful to contribute to their incredible efforts with a donation made on behalf of our clients. A big thank you to everyone who voted and helped make this campaign a success. Stay tuned as we announce our 1st and 2nd place winners later this week! #5DaysofGiving #GreaterMinneapolisCrisisNursery #caissacares #communitysupport
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In 4th place for our 5 Days of Giving campaign is The Humanity Alliance™ We’re proud to contribute to their mission with a donation on behalf of our clients. Thank you to everyone who participated in the voting! Keep an eye out this week to see how the remaining organizations will be supported. #5DaysofGiving #communitysupport #TheHumanityAlliance #CAISSAcares
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On National Entrepreneur’s Day, we celebrate the spirit of innovation and success. We’re proud to recognize our founder, Kelly S. Olson Pedersen, CFP®, CDFA, who launched CAISSA Wealth Strategies in 2009 with a clear vision: to align clients' wealth with their values while confidently guiding them through life’s complex transitions. We also want to acknowledge the entrepreneurs in Coalition9, whose leadership and innovation inspire us. Here's to all the C9 entrepreneurs making a difference! #NationalEntrepreneursDay #Entrepreneurship #Leadership #WealthManagement #CAISSAWealth #Coalition9 #Innovation #EntrepreneurLife
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In 5th place for our 5 Days of Giving campaign is HandsOn Twin Cities! We’re thrilled to support their incredible work with a donation on behalf of our clients. Thank you to everyone who voted! Stay tuned this week to find out what the rest of the organizations will receive. #5DaysofGiving #HandsOnTwinCities #communitysupport #caissacares
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