Charterpoint Wealth Strategies

Shawn Wermerskirchen

Shawn Wermerskirchen

Phone: (952) 769-2169
Fax: (952) 854-7889
E-mail:
 

I have been in the financial planning industry for 8 years. I help a full range of clientele from young families just getting started, to corporate executives managing their resources, to retirees living on fixed incomes. I specialize in working with business owners in the manufacturing industry.

Our team focuses on financial education seminars for employees of companies in the greater Twin Cities. Our program is a zero cost and zero obligation program to business owners and their employees. Our goal is to educate about proper retirement planning.

I grew up in Shakopee MN, and attended college at Minnesota State University, Mankato. I enjoy fishing, hunting, competitive shooting, boating, cycling, and spending time with my family.

Specialties: Buy/Sell Strategies, Key Employee Retention, Estate Succession Strategies, Asset Allocation, Insurance Products, Investments

Contact Information:

Charterpoint Wealth Strategies

301 Carlson Parkway, Suite 300
Minnetonka, MN 55305

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC.

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