Accredited Investors Wealth Management®
Jack Bardwell is an Associate Wealth Manager at Accredited Investors Wealth Management®, a role held since August 2022, where expertise in detailed financial planning and custom portfolio management is leveraged to align clients' financial goals with their values. Prior experience includes serving as a Corporate Banking Analyst at Wells Fargo and a Corporate Banking Summer Analyst, as well as gaining experience as an Equity Research Analyst at Carlson Funds Enterprise, managing a substantial investment portfolio and providing strategic recommendations. Additionally, Jack served as a Financial Analyst Intern at Sydney Opera House, contributing to budget presentations and data reconciliation. Academic credentials include a Bachelor's degree in Accounting and Finance from the University of Minnesota - Carlson School of Management, earned in May 2021.
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