Echelon Wealth Strategies

Mission Statement

We empower and energize our clients to achieve financial security and live their lives by design, not by default. Our planning process begins with an in-depth discovery process, followed by a tailored plan blending best in class investment and insurance solutions.

Our team has an extensive background working with successful individuals and business owners. We collaborate with our clients to create a strong financial future that will allow them to worry less about their portfolios and live their best life.

Kurt Bogseth Featured on Forbes.com

See Kurt's insight about the value of annuities in this article on Forbes.com.

Team Echelon Wealth Strategies Team Picture

Forbes Names Kurt Bogseth of Echelon Wealth Strategies to Best-In-State List

Kurt Bogseth has been named to the Forbes' 2023 Best-In-State Top Financial Security Professionals list for the second year in a row. 

 
Best in State 2023
Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 

Here are our areas of expertise

Wealth Management

Financial Planning

Business Employee & Executive Benefits Planning

Retirement Planning & Income Strategies

Qualified Plan Design Assistance

Qualified Plan Benchmarking

Estate Planning

Multigenerational Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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