Accredited Investors Wealth Management®
Steve Gilbertson is a seasoned financial professional with over 35 years of experience in wealth management, currently serving as Senior Lead Wealth Manager and Shareholder at Accredited Investors, Inc. since September 2007. Steve's expertise lies in integrating detailed financial planning with custom portfolio management to align clients' finances with their values. In addition to financial services, Steve has worked as a freelance musician since August 1998 and previously held the position of Investment Advisor at The Bryton Companies from May 2002 to August 2007. Furthermore, Steve contributed to the academic community as an Adjunct Teaching Artist in Jazz Piano at Drake University from August 2005 to May 2007. Steve holds a Bachelor's of Science degree in Finance with a minor in Jazz Studies from Drake University, where Steve studied from 1998 to 2002.
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