Welcome to Echelon Wealth Strategies

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Our Mission

We empower and energize our clients to achieve financial security and live their lives by design, not by default. Our planning process begins with an in-depth discovery process, followed by a tailored plan blending best in class investment and insurance solutions.

Our team has an extensive background working with successful individuals and business owners. We collaborate with our clients to create a strong financial future that will allow them to worry less about their portfolios and live their best life.

 

Team Echelon Wealth Strategies Team Picture

We're Top Ranked by Forbes

Kurt Bogseth has been recognized as a Best-In-State Wealth Advisor and a Best-In-State Top Security Professional by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn't have been possible without you.

Forbes awards

Forbes "Best-in-State Wealth Advisors" list (April 2025), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2024. Forbes "Best-in-State Top Financial Security Professionals list (July 2022, 2023). Research and rankings provided by SHOOK Research based upon data as of December 31st the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

 

 

Our Areas of Expertise

Wealth Management

Financial Planning

Business Employee & Executive Benefits Planning

Retirement Planning & Income Strategies

Qualified Plan Design Assistance

Qualified Plan Benchmarking

Estate Planning

Multigenerational Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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