Wesley Hoppe, AIF®, CEPA®
Crafting Enduring Legacies - Guiding Your Family's Future
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Crafting Enduring Legacies - Guiding Your Family's Future
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Wesley Hoppe, AIF®, CEPA®
Hi, I'm Wesley Hoppe. With more than 20 years of experience, I focus on helping clients achieve their investment goals by designing custom strategies that reflect their values and vision of success.I enjoy working with successful business owners and families, and I take a comprehensive approach to wealth management by partnering with clients’ attorneys and accountants. I specialize in business valuations, succession planning, tax mitigation strategies, legacy planning, and 401(k) plan consulting, and my mission is to guide clients toward optimal outcomes that endure for generations.
Community Involvement
I am a committed member of the greater Aitkin community, having spent time serving numerous boards and organizations. I am an assistant softball coach, and I am active within the Knights of Columbus, Council 18545.
Personal Life
My wife Rebecca and I live in Aitkin with our children Grace, Lydia, and John. We are an active family, and I enjoy cheering on my kids at all their extra-curricular activities. In my free time, you can often find me outdoors, whether on the lake or in the woods going after whitetail deer.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certified Exit Planning Advisor (CEPA)
Primary Location
312 Minnesota Avenue N. Suite 2004, Aitkin, MN 56431
Additional Locations
📍 8500 Normandale Lake Blvd, Suite 1900, Minneapolis, MN 55437
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. Our journey together always begins with a conversation—one that is confidential, comprehensive, and focused entirely on genuinely understanding what matters most to you. We invite you to explore how Triton Wealth can serve your family's unique needs and aspirations.Offers Investment Management
Yes
About Triton Wealth
Triton Wealth is a trusted partner in the Brainerd Lakes community, nurturing multigenerational relationships that often span from grandparents to grandchildren. We blend genuine care with a sophisticated, world-class approach to wealth management.Whether you're planning legacy transitions, navigating a complex estate, or optimizing your business planning, our dedicated team is here to provide personalized service, designed to grow and adapt with your family's journey.
Enduring Relationships
We cherish the bonds we form, supporting families through every stage of life, year after year. Our commitment is as lasting as the legacies you build.
Deep Roots, Wide Reach
While we are headquartered in the Brainerd Lakes community, we serve clients across the country. We help you navigate the complexities of managing your wealth, wherever life takes you.
Focused Expertise
We specialize in the intricate financial landscapes of high-net-worth families, offering sophisticated strategies tailored to unique assets, complex estates, and ambitious goals.
--
Investment Advisory services offered through Elevation Point Wealth Partners, LLC (“EPWP”), an SEC-Registered Investment Advisor.
Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used the services of Wesley Hoppe or EPWP. Individual results vary, and EPWP does not claim, nor should the reader assume, that any individual experiences recounted are representative of what anyone using our services may experience. Third party posts found on this profile do not reflect the views of EPWP and have not been reviewed by EPWP as to accuracy or completeness.
Education
University of Minnesota, BS, Economics
Hobbies and Interests
- Family
- Hunting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
