Our Story

At The Pasqua-Burton Group, empowering our clients to achieve their financial goals is the founding principle that drives our practice.  

Whether we are advising a couple on how to protect wealth and provide income during retirement, assisting an executive with sophisticated investment strategies or guiding a business owner through a life-changing liquidity event, we are dedicated to helping our clients manage their assets more effectively. We accomplish this through the development of long-term relationships and by continually aligning our clients’ personal ambitions and values with their specific wealth management goals.

Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, high service model that is specially designed to ensure every client feels like our only client. Above all, as a male-female advisory team who understands the importance of family and the financial freedom to pursue personal interests, they appreciate our true passion for finding solutions to their specific life challenges.

As seasoned professionals, we enjoy sharing our knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges. Committed to helping you grow and protect your assets, we will work to earn your trust, so we may proudly be recognized as your financial family – through every one of life’s important milestones.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Cash Management5
  • Corporate Bonds6
  • Divorce Financial Analysis7
  • Estate Planning Strategies8
  • Financial Planning9
  • Fixed Income10
  • Lending Products
  • Life Insurance11
  • Municipal Bonds12
  • Philanthropic Services
  • Planning for Education Funding13
  • Professional Portfolio Management14
  • Qualified Retirement Plans15
  • Retirement Planning16
  • Stock Option Plans17
  • Syndicate18
  • Wealth Management19
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The Pasqua-Burton Group at Morgan Stanley is a cohesive team of seasoned professionals with a complementary set of skills, knowledge and experience. We work diligently to provide our clients with exceptional service, objective advice and the benefit of our collective wisdom.


We have more than 30 collective years of industry experience, providing highly customized advice, investment solutions and financial planning services to affluent individuals and families, corporate executives, accomplished professionals, retirees and business owners in the Minneapolis/St. Paul area.


Over the years, we have developed a strong understanding of economics and are well versed in the equity and fixed income markets. We have cultivated specialized skills in asset allocation, investment management, banking and lending strategies, as well as retirement and estate planning. Most importantly, we take pride in our ability to effectively communicate advanced concepts and put them into action.


At The Pasqua-Burton Group, our ultimate purpose is to empower our clients to make informed decisions about their future. We work carefully to demystify the planning process by understanding their goals and values, and articulating the key activities needed to achieve their specific goals. Most importantly, we focus on creating long-term, trusting relationships with individuals and families to help them simplify their lives, so they may pursue their passions and enjoy the wealth they’ve created.

    Working With You

    We believe the best relationships are built on trust, understanding and shared values. We also believe a disciplined philosophy and process are critical to achieving your investment goals in today’s market environment. To that end, we are committed to the following core values that serve as the foundation of our practice:


    Enduring Relationships. We are dedicated to building long-lasting relationships, based on trust and integrity. We do this by working with a select group of clients. This enables us to dedicate the time, attention and focus each deserves. We guide them through each challenge by maintaining this close relationship, and by providing the experience, solutions and strategies to keep them on course.


    Total Balance Sheet Management. We are committed to acting as your lead advisor for all your financial needs. Our process begins with comprehensive financial planning to understand your goals, dreams and concerns. Whether you need assistance with growth, asset protection or income planning, we hope to be your first phone call for any decision.


    Highly Personalized Service. We believe we can earn your trust not only through the quality of investment solutions we present, but also through the personalized approach with which we deliver them. Our ultimate goal is to empower you to spend more time doing those things that matter most to you, knowing we are working hard to help ensure your continued prosperity.

      Clients

      Over the years, we have developed a strong and active practice that includes a broad range of clients. Essentially, all either have accumulated significant assets or have significant income, yet need help in developing a plan to:

           Approach a major life-changing event with confidence, such as the transition to retirement, the loss of a spouse or the sale of a business

           Finance a major acquisition, including the purchase of a new property or expansion of a business

           Serve future generations and leave a lasting legacy


      Our clients include:

           Multi-generational private wealth families

           Corporate executives

           Medical and legal professionals

           Business owners and entrepreneurs

           Professional athletes with a focus on NHL players


      While each client has a unique personal and professional situation, they all have one thing in common: they are focused on achieving very specific financial goals, so they can focus on the areas of their lives that bring them joy, meaning and purpose.

        Community Involvement

        Michael and Keri’s passion for helping clients is equaled only by their dedication to family and our local communities.

        Michael and his wife live in Shorewood with their three children. He volunteers with the Foundation for Fighting Blindness and the Children’s Cancer Research Fund and was a member of the 2014-2015 Capital Campaign Committee for the St. David Center for Child and Family Development in Minnetonka. He is also a member of Olympic Hills Golf Club. When Michael is not working directly with his clients or guiding the organizations he supports, you can find him spending quality time with family and friends, coaching hockey and training for fitness challenges.

        Originally from Mabel, a small farming community in southeastern Minnesota, Keri and her husband currently reside in Excelsior with their three sons. A strong believer in giving back to her community, both local and abroad, Keri is active in many organizations, a few of which include Hope Academy in the Phillips neighborhood of Minneapolis, Feed My Starving Children, World Vision, Cru, and her local church. Keri is also passionate about empowering women to achieve balance as working mothers. She leads multiple groups of professional women, inspiring them to develop the skills, resources and confidence to balance career and family. When she’s not working with clients or guiding the many organizations she supports, you can find Keri enjoying being a wife and mom. In her free time, she loves to camp, write and travel.

          Location

          445 East Lake Street
          Suite 320
          Wayzata, MN 55391
          US
          Direct:
          (952) 475-4300(952) 475-4300

          Meet The Pasqua-Burton Group

          About Me

          For 15 years, Michael has been providing highly customized advice, investment solutions and financial planning services to affluent individuals and families, corporate executives, retirees and business owners in the Minneapolis/St. Paul area. With a passion for comprehensive wealth management, he delivers objective advice through exceptional “high touch” service to the clients he proudly serves.

          After earning his B.A. degree in Economics and Accounting from the College of the Holy Cross, Michael joined a national accounting firm as a Tax Accountant. It is here where he discovered his true calling for wanting to advise clients beyond their tax and accounting needs. This led him to establish his own wealth management firm in 2001, focused on financial planning and portfolio management. After nine years of building a successful practice, Michael joined Morgan Stanley, where he soon joined Keri Burton to form The Pasqua-Burton Group.

          Throughout his career, Michael has been committed to continuing education, a cornerstone of his dynamic practice. In 2003, he earned the designation of Chartered Financial Analyst (CFA®) from the CFA Institute, of which he is now a member. By advising his clients on how to effectively grow, protect and transition their wealth, he has earned the reputation of being a valued advisor. For his dedication to excellence, Michael has been recognized as a Five-Star Wealth Manager in the Minneapolis/St. Paul area by Five Star Professional in 2014 and 2015 and 2019 as well as being recognized as one of The Forbes Best-In-State Wealth Advisors List for Minnesota in 2019.
          Securities Agent: WI, TX, MN, UT, SD, SC, PA, OR, OH, NY, NV, NM, NH, ND, NC, MO, MI, ME, MA, IL, IA, HI, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1272733

          About Me

          Keri is dedicated to understanding her clients’ true passions, so she may customize wealth management strategies that ignite the purpose behind their wealth. She learned first-hand the power of financial planning. At the age of 23, her family suffered a fatal car accident where her mother died at the age of 49, and she suffered significant injuries herself. This experience had a profound impact on her decision to continue her path as an advisor. She wanted to work in a profession where she could help families make important financial decisions, but she wanted to do it in a manner that would emphasize the meaning and purpose of their lives.

          A seasoned professional, Keri takes pride in her ability to deeply listen to her clients. Her mantra, “what is most important to you, is most important to me,” guides her process, enabling her to challenge each client to get to the heart of what matters most. This information then serves as the foundation of a custom financial plan that can be adapted to respond to life changes, while withstanding the volatility of today’s markets.

          Keri graduated from St. Cloud University with a B.S. degree in Finance and began her career as a Financial Advisor at Northwestern Mutual Life. Over the next few years, after recovering from the accident, she worked at several financial institutions. She joined Morgan Stanley in 2010, partnering with Michael to establish The Pasqua-Burton Group. Keri earned her CERTIFIED FINANCIAL PLANNINGTM designation from The Certified Financial Planner Board of Standards in 2012. Keri was also recognized in 2019 by Five Star Professional as a Five-Star Wealth Manager in Minneapolis/St. Paul.
          Securities Agent: TX, MN, WI, UT, SD, SC, PA, OR, OH, NY, NV, NM, NH, ND, NC, MO, MI, ME, MA, IL, IA, HI, GA, FL, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1265107
          Investment and Market Perspectives

          On the Markets

          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
          Investing in Artificial Intelligence and Automation

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          AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
          A Parent's Guide to Talking to Your Kids About Money

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          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
          The Simple Six-Step Retirement Checkup

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          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          Business Planning

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          • Succession Planning
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          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
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          Philanthropy

          Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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          • Foundations
          • Donor Advised Funds
          • Impact Investing
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          Ready to start a conversation? Contact The Pasqua-Burton Group today.
          Market Information Delayed 20 Minutes
          Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

          1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

          2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

          3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

          Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

          6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

          7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

          9Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

          10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

          11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          12Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

          13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          14Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

          15Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

          16Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          17Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          18Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

          19Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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          The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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          *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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