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Caissa’s Financial Planning Process

We take great pride in our approach to financial planning. The value we bring to our clients is in our drive to detail, experience, and the knowledge to not only think ahead, but to think outside of the box.


Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals provide individualized strategies for every client. You can expect more from CAISSA, and in turn, you will get a fiercely loyal advocate on your side. For more news and information on wealth management solutions, visit Caissa Wealth.