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Planning with purpose.

Investing for life.



Trusted Advice

At Logan Park Wealth Management, our investment management and financial planning services focus on you.


Working Together

Values

Transparency

We are committed to candid, clear communication in our relationships. That applies to how we are compensated, our processes and how we review all your options to assist you in arriving at decisions that are in your best interest.

Professionalism

We are dedicated to our craft and relentless in learning new information to help you achieve your goals. Our team has pursued a wide range of credentials and advanced training to ensure we have a multifaceted tool box on which to draw as we work with our clients.

Integrity

We strive to do the right thing in every situation. That means being forthright, trustworthy and treating others like we would want to be treated.

Our Approach

A client driven, holistic process to helping clients make complex financial and life decisions.

We strive to help clients grow and protect their wealth while navigating multifaceted financial issues that they may not have the time or proclivity to address themselves. We utilize a consistent, disciplined financial planning process comprised of the best possible advice from a team of experts. Our goal is to ensure we have a coherent, well-defined strategy in place that maintains the integrity of our clients’ financial plans regardless of changing circumstances.

Our Investment Philosophy

We offer fee-only investment advice that is focused on keeping investment costs low, providing a high degree of diversification and maintaining a disciplined long-term focus. Our models are grounded in Modern Portfolio Theory, decades of academic research and well documented long-term factor-based trends. We believe that a broadly diversified investment portfolio that is fashioned around each client’s unique risk tolerance and financial goals is critical to financial success and is the most likely to be successful over time.

A study conducted by an independent research firm found that the average return of the S&P 500 over the last 20 years was 9.9% per year, yet the average equity investor earned only 5.2%.* Why? Most individual investors frequently change allocations, investment holdings, and let emotions rule their portfolio. The purpose of our approach is to take the emotion out of investing in order to capture market returns while minimizing volatility.

*Source: DALBAR Quantitative Analysis of Investor Behavior 2015.

Our Firm

Logan Park

Our team coalesced around our shared commitment to financial planning. We saw the real impact it had on client’s lives and knew planning had to be the heart of how we worked with clients.

Apart from our dedication to putting planning at the center of our relationships with clients, we are both strongly committed to helping people and building relationships. Ultimately, we value the personal connection we have with clients and our overarching goal is to help them live out their values.

Logan Park has a dedicated team of highly credentialed professionals with decades of experience in investment management, financial planning, trust management, estate planning and tax planning. 

Jeffery J. Sutton, CFP®, CIMA® Photo Jeffery J. Sutton, CFP®, CIMA® Hover Photo

Jeffery J. Sutton, CFP®, CIMA®

Financial Adviser | Managing Partner
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Jeffery J. Sutton, CFP®, CIMA®

Private Wealth Adviser | Managing Partner

E: jeffery.sutton@lpwm.com
P: 612.338.5476
Hometown: Minneapolis, MN
Education: BA, Psychology & History New York University
MBA, International Business & Entrepreneurship University of Colorado
Family: Laurie and I live in Edina and have three growing children; Jeffery, Max and Lucia.

My areas of focus include:

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Employee Stock Options
David Benning, CIMA® Photo David Benning, CIMA® Hover Photo

David Benning, CIMA®

Financial Adviser | Managing Partner
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David Benning, CIMA®

Private Wealth Adviser | Managing Partner

E: david.benning@lpwm.com
P: 612.338.5306
Hometown: Naperville, IL
Education: B.S. Business Administration University of Illinois, Champaign-Urbana
Family: Sara and I live in Minneapolis in Uptown. She works at the University of MN and we’ve been married 17 years.

My areas of focus include:

  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
Cole Hystead, CFP®, AWMA® Photo

Cole Hystead, CFP®, AWMA®

Financial Adviser
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Cole Hystead, CFP®, AWMA®

Financial Adviser

E: cole.hystead@lpwm.com
P: 651.200.4718
Hometown: Oakdale, MN
Education: B.S.B. Finance, University of Minnesota – Carlson School of Management
Family: My wife, Stephanie, and I live in Lino Lakes with our son, Samuel, and black lab, Dierks.

With eight years of experience in the financial services industry and a bachelor's degree in finance from the University of Minnesota, my areas of focus include:

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
Wayne Paske Photo Wayne Paske Hover Photo

Wayne Paske

Financial Planning Specialist
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Wayne Paske

Financial Planning Specialist

E: Wayne.Paske@lpwm.com
Hometown: Maple Grove, MN
Education: B.A. Quantitative Methods, University of Saint Thomas
MBA, University of Minnesota
Family: My wife, Renee, and I live in Maple Grove. We have two adult children and one grandchild.

Sami Kleven Photo

Sami Kleven

Administrative Assistant
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Sami Kleven

Administrative Assistant

E: Samantha.Kleven@lpwm.com
Hometown: Mendota Heights, MN
Education: B.A. Metro State University
Family: My husband, Mark, and I have two boys and another on the way. Luke is 3, Max is 1 and we live in Edina with our dog Enzo.

Claire Regenscheid Photo Claire Regenscheid Hover Photo

Claire Regenscheid

Practice Support Specialist
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E: claire.regenscheid@lpwm.com
P: 651.200.4716
Hometown: Hastings, MN
Education: B.S. Business & Marketing, University of Minnesota


Services

Our Process

While every client is different, here is a brief overview of the steps you can expect when you work with us.

Introductory Phone Call

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Introductory Phone Call

We schedule an introductory phone conversation to review the primary questions you have and the type of advice and services you are seeking. This ensures we are well prepared for our first meeting and allows us to pull in tax or legal resources, as necessary.

Initial Financial Consultation

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Initial Financial Consultation

Initial meeting to review your financial situation and goals. The intent is to provide you feedback related to your goals and to determine if we are a good mutual fit. By the end of the meeting we will provide you a quote based on the complexity of your situation and scope of work.

Strategy Discussion

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Strategy Discussion

A detailed discussion related to your personal and financial goals. Moreover, we collect in depth financial data that we use to complete a comprehensive financial plan. We will begin to educate you on potential options, discuss applicable strategies and identify key issues.

Advice Review

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Advice Review

We provide detailed, actionable advice based on the analytical work we have completed. We review the results of the comprehensive plan, discuss how you are tracking relative to your stated goals and outline steps you should take to address gaps or be more efficient.

Monitoring & Ongoing Evaluation

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Monitoring & Ongoing Evaluation

Planning is an ongoing partnership and active discussion about your financial situation. In addition, details and circumstances regularly change. We meet on an ongoing basis to assess your situation and monitor critical aspects of your plan, such as asset allocation or tax strategy.

Holistic Wealth Management for High Net Worth Clients


Investment Advice

  • Management of investment accounts
  • Portfolio review and investment analysis
  • Portfolio Construction and process maintenance    
    • Personalized Investment Policy Statement
    • Securities analysis and selection
    • Asset allocation development and implementation
    • Management and execution of rebalancing protocols
    • Portfolio benchmarking and measurement
  • Portfolio stress testing
  • Discretionary asset management
  • Cash Management and liquidity planning
  • IRA rollovers and pension analysis
  • 401k advice and management
  • Conservator management services
  • Trust services


Financial Advice and Planning

  • Identify and track your financial goals
  • Financial Position: Balance sheet and net worth compilation
  • Retirement accumulation planning
  • Retirement income and distribution planning
  • Social Security strategies
  • Health care and Long-term care planning
  • Risk management and asset protection
  • Executive compensation and benefits strategies     
    • Stock options
    • Deferred compensation
    • Restricted stock
    • Key person benefits
    • Bonus compensation
    • 10b5-1 plan development
  • Business owner financial planning
  • Education funding and college planning
  • Domestic Partner planning
  • Family engagement – Multifamily planning
  • Wealth preservation strategies
  • Legacy and philanthropic planning
  • Behavioral coaching
  • Multidisciplinary strategies  


Tax Planning and Strategies

  • Income tax liability planning   
    • Deduction and year-end planning
  • Tax efficient investing   
    • Tax loss harvesting
    • Asset location
    • Roth conversions
  • Business continuity and succession planning
  • Charitable giving, gifting strategies and estate planning
  • Multigenerational planning and wealth transfer

Logan Park acts as a fiduciary for clients and is a fee only investment adviser. All services are based on magnitude, complexity and scope of services provided.

Contact Us

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