Broker Check

Our Team

How We Work

At Wealth Strategies, we’re not just financial professionals; we’re passionate advocates for your financial well-being. Our journey began with a personal mission: to bridge the gap between financial confusion and clarity. We witnessed friends, family, and countless individuals grappling with uncertainty, seeking guidance to navigate their financial futures.

How We Work

Understanding
Your Story

We believe in the power of personal narratives. When you sit across from us, we listen intently. Your dreams, aspirations, and unique challenges become the foundation of our partnership. We understand that life isn’t just about numbers; it’s about the stories behind them.

Education with Heart

Our commitment extends beyond spreadsheets and investment portfolios. We’ve honed our ability to simplify complex financial concepts into relatable, everyday language. Whether you’re a seasoned investor or just starting out, we empower you with knowledge. Because informed decisions lead to financial empowerment.

Tailored Strategies

No two financial journeys are alike. We recognize the nuances that make your path distinct. Our strategies are custom-crafted, aligning with your goals, risk tolerance, and values. Whether it’s retirement planning, wealth accumulation, or legacy building, we’re here to guide you.

Community Connection

We’re not just advisors; we’re community builders. Our commitment extends beyond office walls. We actively engage with local organizations, empowering our neighbors to thrive. Because financial wellness isn’t an isolated pursuit—it’s a collective endeavor.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Amy L. O'Keefe

Wealth Advisor

763-381-5770

amy.okeefe@lpl.com

Amy O’Keefe: Guiding Your Financial Journey

Amy O’Keefe, an accomplished financial advisor, embarked on her career in 2005 with Edward Jones Investments in Elmhurst, IL. Since then, she has honed her skills and deepened her understanding of financial planning. In 2012, Amy made a strategic move to LPL Financial in Plymouth, MN, where she founded Wealth Strategies—a testament to her commitment to helping clients pursue their financial aspirations.

Robust Strategies for Empowered Lives

Amy’s approach transcends mere investments. She crafts comprehensive financial roadmaps that empower clients to seize control of their financial destinies. Whether it’s short-term goals like buying a home or long-term dreams of retirement, Amy’s strategies align with each client’s distinct circumstances.

Holistic Planning: Beyond the Balance Sheet

Amy invests time in truly knowing her clients. She listens attentively, understanding their distinct needs, aspirations, and fears. Armed with this knowledge, she tailors personalized investment plans that integrate all facets of their financial lives. It’s not just about numbers; it’s about life goals.

Confidence Through Customization

Amy’s holistic process plans for clients to receive customized strategies. She doesn’t offer cookie-cutter advice; instead, she builds a financial foundation that instills confidence. Clients feel empowered to pursue their dreams, knowing they have a solid plan in place.

Maple Grove, Family, and Adventure

When Amy isn’t immersed in financial strategies, she enjoys life’s simple pleasures. She resides in Maple Grove with her husband, Patrick, and their daughter, Ella. Running, cabin retreats by Upper Gull Lake, Nordic and downhill skiing, and quality time with loved ones fill her free moments.

Preparing for Tomorrow

Amy recognizes that today’s financial decisions shape our future. As we age, our needs evolve. Amy’s mission is to guide clients through these transitions, striving for their money to work optimally for them. Whether it’s retirement planning, estate management, or investing, Amy’s expertise shines.

Ready for Financial Independence? Contact Amy Today

Don’t leave your financial future to chance. Reach out to Amy O’Keefe and embark on a journey toward financial independence. Let her expertise be your compass.