Accredited Investors Wealth Management®
Jonathan Breunig, CFP®, serves as Lead Wealth Manager at Accredited Investors Wealth Management® since July 2017, where the firm specializes in financial planning and custom portfolio management to align clients' finances with their values. Prior to this role, Jonathan held various positions at UBS Financial Services, Inc., including Wealth Strategy Associate and Registered Client Service Associate, as well as a Financial Advisor at Ameriprise Financial Services, Inc. Jonathan's professional journey began with an internship at UBS Financial Services in 2010. Jonathan holds a Bachelor of Science degree in Finance, Investment & Banking from the University of Wisconsin-Madison, earned in 2011.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures