Expertise to Navigate your Financial Journey

Wayzata Bay Team

Unwaverying Dedication to your Financial Peace and Family Legacy

Wayzata Bay Private Wealth Management (PWM) was forged out of the calling to create a different kind of wealth management practice that always puts family first. Under the insight to end the industry norms of impersonal relationships and cookie-cutter solution, the group that would become Wayzata Bay PWM was pioneered.

Over the 20+ years since inception, the group has grown, yet the mission has stayed constant.  John, Scott, Stacy and Cally are bonded through the principles of faith and a client-centered approach. Character and conviction are the undercurrent that guides every facet of running their business with the highest standards.
man and son fishing on dock
Our compass is "The Five F's Formula."

  • Faith
  • Family
  • Friends
  • Finances
  • Fitness
With a deep understanding of your unique challenges and goals, we provide direction and clarity, ensuring you stay on course toward success. Just as a compass offers unwavering support in uncharted territory, we are dedicated to always steer you confidently through every twist and turn of your financial journey.
lighthouse
Navigating the rocky seas can be daunting, but our tailored services are designed to be your steady lighthouse in turbulent waters. By closely analyzing your specific needs and goals, we provide the precise guidance and support necessary to steer clear of potential obstacles and capitalize on opportunities. With our professional navigation, you can sail through the storm with confidence, knowing you have a reliable partner guiding you to calmer, more prosperous shores.
Woman laughing

Our Affiliation with Green Wealth Management Group

Our collaboration with Green Wealth Management enables us to offer top-tier solutions through knowledgeable technology and product access. This is paramount to providing innovative strategies and the focus required to deliver what’s best for each family we serve.

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Wayzata Bay Private Wealth Management of Green Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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