William D. Ryan
Crafting Enduring Legacies - Guiding Your Family's Future
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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
- Legacy Planning
- Retirement Income Planning
- Retirement Planning
- Taxes
About William D. Ryan
Hi, I’m Bill Ryan. As an advisor with Triton Wealth, I love every opportunity to engage with our clients and ensure that their path to and through retirement is stable and secure.My goal is to exceed client expectations through goal-oriented and comprehensive financial plans tailored to their financial future. With meticulous attention to detail, I conduct thorough needs-analyses to ensure our clients are uniquely served for every area and season of life. With nearly 15 years of experience in business leadership and client management, I have a knack for making clients feel heard, understood, and cared for.
My academic foundation began at St. John’s University, where I earned a Bachelor of Arts in Communication and Management and played four years on the Johnnie football team. To best serve my clients and offer comprehensive guidance, I hold a Series 65 license, a Minnesota insurance producer license, and I am currently pursuing CFP® certification.
Outside of Triton Wealth, I spend most of my time outdoors with my wife, Courtney. When we’re not on Cedar Lake fishing or surfing, we enjoy golfing, fitness, cooking wild game, and making memories with family and friends.
Primary Location
312 Minnesota Avenue N. Suite 2004, Aitkin, MN 56431
Video
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 with physical locations in both the Brainerd Lakes community and Twin Cities of MN, 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.
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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 Triton Wealth 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
Saint John's University, B.A., Communication, Management
Hobbies and Interests
- Cooking
- Family
- Fishing
- Golf
- Hunting
- Surfing
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
I have received absolute EXCELLENT service and communication from Bill and the entire staff at Triton Wealth in Aitkin.
Their investment advice, direction and communication have been excellent. They have tailored an investment portfolio that is very compatible with my personal financial situation. I have been very pleased and would highly recommend them to any wise investor.
Great Team
We feel so comfortable with Triton Wealth as they all work together as a team and reach out as if they actually care about our retirement. It is extremely overwhelming to go thru this stage to find a trustworthy investor to give you advice but Bill Ryan and his team are the best. Recommended by friends and we will continue the recommendation as well.
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