Greetings!

Have a happy Thanksgiving weekend! We appreciate each and every one of our clients and colleagues. We are honored to know you, and are humbled by the diversity of experiences that we share with each other. We want to acknowledge that the false narrative of Thanksgiving harms Native and Indigenous Peoples.

We hope that however you choose to celebrate this time is meaningful for you and your loved ones. Take this time to celebrate family, friendship, and to be thankful for even the smallest of everyday blessings.

Take a break from the news and center yourself. Allow yourself some time to reflect and relax.

Our Minneapolis office is on Wahpekute and Očhéthi Šakówiŋ land. Our Fairfield office is on oθaakiiwaki‧hina‧ki (Sauk), Meškwahki·aša·hina (Fox), and Očhéthi Šakówiŋ land.

Read on for our holiday hours and important updates.

All the best,
The Centered Wealth Team
Jina, Stuart, Anya, Annalisa, and Clare
Holiday Hours
  • We will be closed from Wednesday, November 24th and back in the office on Monday the 29th.

  • We will be closed from Christmas Eve through New Year's Day.

If you have any questions during these time periods, please text us at (612) 453-1322 (Minneapolis) or (641) 469-6040 (Fairfield). Thank you for your understanding.
Don't Procrastinate!
Please contact us right away if:

  • You have questions about your Required Minimum Distribution (RMD)
  • You would like to make any contributions or withdrawals
  • You would like to make charitable gifts of stock
  • You have questions about capital gains for 2021

As we head into the final month of the year, please do not put things off to the last minute!
World Tree
An Alabama World Tree farm! Photo Credit: Anya Gage
Remember last year when we told you about World Tree? Last week Jina and Anya visited a World Tree farm in person in Alabama! They saw trees that ranged in age from one to five years. These incredible trees provide an opportunity to revolutionize the lumber industry and provide a beautiful and sustainable alternative to traditional sources. Are you interested in learning more about World Tree? World Tree is open to accredited investors only in 2021. If you’re interested, please let us know!

Check it out: