Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results.

We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally.

Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.

Banking

Finance

Investment Management

Tradition Wealth Management, LLC

Tradition Wealth Management, LLC's headquarters in Edina, United States

Chad Schumacher

Mark Walsingham

Kennedi Schumacher

Greg Trebil Jr.

The Financial Advisory and Investment team at Tradition Wealth Management, LLC, develops and implements personalized financial strategies to help clients achieve their unique financial goals. This team offers expert financial planning and investment advice, ensuring each client's portfolio is managed with the highest level of integrity and professionalism. Their diverse expertise encompasses comprehensive wealth management, including investment selection, risk management, and strategic financial planning, delivering unbiased and client-focused solutions.

Financial Advisory and Investment

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and support.

Client Services

This department manages financial planning, budgeting, and accounting activities to support the organization's financial health.

Finance Department

This department focuses on providing tailored financial advice and investment strategies to high-net-worth individuals.

Tradition Wealth Management, LLC

Org chart

Teams

Financial Advisory and Investment

Client Services

Finance Department

Wealth Management

Offices

Tradition Wealth Management, LLC

Org chart

Teams

Financial Advisory and Investment

Client Services

Finance Department

Wealth Management

Offices

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