Amy Aadalen CFP® , CEPA®

Helping families navigate complex financial decisions and develop a plan to achieve their financial goals is something we pride ourselves on. We provide comprehensive and continuing guidance on all traditional financial topics, but also know that your busy lives include children, parents, siblings, careers and all the complicated issues that come along with those things. Our team is here to work alongside of your family as you navigate major life events such as marriage, the birth of a new child (or grandchild!), divorce, health issues, the passing of a loved one, or whatever difficulty you are facing. We work together so you can make informed decisions that provide both financial success and personal fulfillment.

We know that, as a business owner/entrepreneur, your attention is being pulled in innumerable directions. From building a well-executed business structure, funding, lending, tax planning, pre-monetization preparations and transaction execution, to post liquidity and estate planning; we'll be there to work with you and your other advisory relationships to help in a coordinated and focused manner. The combination of our experience coupled with the extensive and wide ranging resources of the global investment and asset management firm of Morgan Stanley provides a formidable set of resources for our business owners and entrepreneurs.

We work with executives in both public and private companies across various industries, and understand the complexities of equity-based compensation involving stock options, restricted and/or concentrated stock and performance shares. We realize that each person's position is unique and, at times, complicated; we will help you analyze your executive benefits (in your current position, or if you are contemplating making a change, we'll help you evaluate the package offered in the new position) in the context of your overall financial position. We will create a comprehensive picture that includes both your professional and personal lives that provides a framework from which you can achieve continued growth, protect your wealth and secure your financial future.

We have been fortunate enough to work with some of our clients for over twenty five years, which naturally has led us to engage with the next generation of family members. Educating young adults and teaching them to become financially independent as they move from their schooling to their growing careers is of particular importance to us. By beginning this process early, we are able to engage and grow trusted and meaningful relationships. Our comprehensive, inter-generational planning takes into account the goals and needs of each generation, and is developed to help achieve the unique vision of a successful life and legacy for all involved.

For most clients, the ability to retire comfortably is a primary financial goal. To get there requires foresight, planning and dedication. This is a process, and your needs will shift as you get closer to, and then into, retirement. Our job is to work side-by side with you to understand your cash flow needs, risk tolerance, to make tax efficient distribution and to update and clarify your estate plan to make sure you remain on the right financial path. We do this by regularly evaluating any possible changes that might cause you to move off course (both financially and personally), understanding your thoughts and concerns, and presenting a clear and comprehensive plan we can execute together.

Divorce can be a lengthy process fraught with both financial and emotional strain as you make important decisions with significant long-term consequences under stressful conditions. But having a dedicated financial advisor that can help you make it through the process and avoid these common mistakes.

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Your investment strategy can be more than just a means of accumulating wealth; it can be a tool for supporting the positive change you wish to see in the world. Determine what causes you want to support, learn about the various approaches to Investing with Impact, and we can discuss which strategy is best for you.

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We offer extensive specialized resources for UHNW clients in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art and collectibles.

Who We Give To: The Celiac Disease Foundation, established in 1990, is a leading global patient advocacy organization committed to accelerating diagnosis, treatments, and a cure for celiac disease. Our mission is to improve the health and well-being of the millions of individuals around the world affected by this genetic autoimmune disease through our strategic investments in research, advocacy, and education.

Why We Give: After several years of worsening health issues, Amy's son Luke was diagnosed with Celiac disease when he was eleven years old. Although it was a relief to have a diagnosis, the severity of Luke's illness has impacted all aspects of his daily activities and will continue to do so for the rest of his life. Food is not just a necessity to thrive, but also a way to connect. With this in mind, we hope to not only raise the general understanding of Celiac, but support the efforts to find a possible cure for this autoimmune disease.

Who We Give To: At Children's Minnesota our mission is: We champion the health needs of children and families. We are committed to improving children's health by providing the highest-quality, family-centered care, advanced through research and education.

Why We Give: At age 4, Lauren was diagnosed with stage 3 Rhabdomyosarcoma cancer. She received chemotherapy treatments and underwent multiple surgeries for three years at Children's Minnesota Hospital. As a proud 36-year survivor who has been able to live a healthy and active lifestyle, Lauren strongly believes in the mission at Children's Hospital Minnesota. She feels that donating Children's Cancer Fund is a beautiful way to give back and make a meaningful impact on the lives of children and their families who are battling cancer.

Who We Give To: PanCAN was the first organization dedicated to fighting pancreatic cancer in a comprehensive way. For more than two decades, we've grown a nationwide movement tackling the disease from all angles. Their mission is to take bold action to improve the lives of everyone impacted by pancreatic cancer by advancing scientific research, building community, sharing knowledge and advocating for patients.

Why We Give: After losing both of her parents to pancreatic cancer, Amy feels a deep and personal connection to all those affected by this relentless disease. With a one year survival rate of less than 5%, pancreatic cancer is one of the hardest to detect and treat of all cancers. PanCan supports not only new research efforts (and exciting advances in immunotherapy treatments), but also offers connectivity to those affected by the disease and their families as well. With recent understanding that up to 10% of pancreatic cancers can be genetic in nature, Amy is also interested in supporting genetic testing and awareness for those who might be impacted.

Who We Give To: Gillette collaborates with primary care physicians with one goal in mind: to support the full value of every child. With innovative medical and surgical intervention and the support of compassionate health care professionals, children can thrive and live happy, healthy, productive lives.

Why We Give: Gillette has been near and dear to Molly's heart since 2016 when her nephew Bennet came into her life. Bennett was born with Spina Bifida and has undergone 19 surgeries to date. Her family is thankful every day for the amazing doctors and nurses at Gillette for helping Bennett get to where he is today!

Who We Give To: Funding for childhood cancer research pales in comparison to funds available for research into adult cancers. In fact, as a percentage of cancer research funding from the federal government, childhood cancer research funding is in the single digits. It is crucial that we fund safer, more effective treatments and cures for kids with cancer. The road to new, better treatment options always start with philanthropic support.

Why We Give: Amy's desire to support CCRF comes from her connection to friends that have either lived through or lost children to cancer. Their focus on supporting unique and promising research, many times in its early stages, brings needed support to institutions across the country. The passion CCRF has for its mission is inspiring.

Who We Give To: Second Harvest Heartland is a leading hunger-relief organization. In partnership with more than 1,000 food shelves and hunger-relief programs in Minnesota and western Wisconsin, we provided 128 million meals to neighbors last year. We also help families enroll in food assistance and provide prepared meals for people who need more than groceries. Second Harvest Heartland is a leader, convener and voice in hunger-related policy discussions

Why We Give: We first started volunteering at Second Harvest Heartland through our local Morgan Stanley offices and their annual "Giving Back" day. It has been a time for us all to work together to sort and pack food to go to local food shelves. We are proud to be a few of the over 16,000 volunteers working to alleviate food insecurity and hunger in Minnesota and western Wisconsin by donating both our time and our financial resources.

Who We Give To: The mission of Heifer International is to end hunger and poverty while caring for the Earth. Heifer does this by providing appropriate livestock, training and related services to small-scale farmers and communities worldwide.

Why We Give: Amy's family has found a "Win-Win" in donating to Heifer International. Instead of giving holiday/birthday gifts to family who don't want more 'things', we sit with our kids and choose 'gifts' of animals (flocks of chicks for eggs, sheep for wool, water buffalo for tilling fields, honeybees to increase fruit and vegetable yields, etc.) that small farmers around the world can use to provide themselves and their families a sustainable livelihood while also improving their nutrition.

Who We Give To: The Alzheimer's Association leads the way to end Alzheimer's and all other dementia- by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.

Why We Give: Through our clients and their families, we have witnessed firsthand the devastating effects Alzheimer's and dementia has on everyone it touches. Although there is currently no cure, we believe our contributions can assist researchers in their efforts to advance treatment options, slow disease progression and support caregivers.

Who We Give To: For over forty years, WomenVenture has provided women of all age, cultures, races, and income levels with the tools and resources to achieve economic success through small business ownership.

Why We Give: Amy has been a regular donor to WomenVenture for many years, and feels strongly about supporting women led start-ups. With women receiving a disproportionally small amount of funding for their companies, WomenVenture is an excellent locally run opportunity to connect with mentors while also receiving training and access to lending for their entrepreneurial endeavors.