Bond&Devick Wealth Partners

    OverviewSuggest Edit

    As a team, Bond&Devick’s objective is to help clients reach their long-term goals and dreams. They aim to be your primary retirement planning resource by helping you arrange your financial affairs in the most efficient and effective way. They are unique in that they use Goals-Based Planning to measure progress toward achieving your goals. Since their firm’s establishment in 1982, they have been proud to help many clients plan for and reach their dreams.zz

    TypePrivate
    HQMinneapolis, MN, US
    Websitebondanddevick.com

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    Latest Updates

    Employees (est.) (Jan 2022)5
    Cybersecurity ratingBMore
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    Key People/Management at Bond&Devick Wealth Partners

    Kristine Bisanz

    Kristine Bisanz

    Partner, Communications Director
    Rob Caverly

    Rob Caverly

    Partner, Wealth Management & Operations Director
    Teresa Devick

    Teresa Devick

    Chief Compliance Officer and Technology Manager
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    Bond&Devick Wealth Partners Office Locations

    Bond&Devick Wealth Partners has an office in Minneapolis
    Minneapolis, MN, US (HQ)
    600 US-169 #875
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    Bond&Devick Wealth Partners Online and Social Media Presence

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    Bond&Devick Wealth Partners Blogs

    2022 - Finally a Market Rotation?

    The major theme the past several months has been inflation.  How high will it go?  How long will it last and will high inflation force the Fed to tip its hand earlier than they would like?  If the Fed is more aggressive in taking away the punch bowl than is currently expected, it will certainly crea…

    Bond&Devick Market Insights

    Bond&Devick Wealth Partners Market Insights November 30, 2021 During our client meetings we hear the same questions:  how bad will inflation get?  Are our portfolios protected from inflation?  Will the Covid virus continue to mutate and cause economic and market disruption for years to come?re…

    Managing the Current Investment Environment

    “To every problem, there is a most simple solution.”  Agatha Christie Managing the Current Investment Environmentread more

    Don't Be Thrown Off Base

    We do not want any of our clients to think we are not taking a resurgence in inflation seriously – we are.  Runaway inflation would damage the economy and the stock and bond markets. read more

    The 20's: Then and Now

    We often talk about history not exactly repeating, but rhyming.  It is hard to escape the parallels between the 2020’s and the 1920’s.  The 1920’s saw a recovery from the 1918 influenza pandemic that left an estimated 20-50 million people dead around the globe. The stock market soared in the 1920’s…

    The American Rescue Plan (ARP) Act of 2021 - Part 2

    Last post our goal was to let clients know how the American Rescue Plan, which included $1.9 trillion dollars of stimulus and relief in response to COVID-19, would impact them as individuals.  Today we will provide our take on how this bill could impact the economy, interest rates, and inflation. re…
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    Bond&Devick Wealth Partners Frequently Asked Questions

    • Who are Bond&Devick Wealth Partners key executives?

      Bond&Devick Wealth Partners's key executives are Kristine Bisanz, Rob Caverly and Teresa Devick.

    • How many employees does Bond&Devick Wealth Partners have?

      Bond&Devick Wealth Partners has 5 employees.

    • Who are Bond&Devick Wealth Partners competitors?

      Competitors of Bond&Devick Wealth Partners include High Impact Financial Analysis, Charter School Business Management and Clearinghouse CDFI.

    • Where is Bond&Devick Wealth Partners headquarters?

      Bond&Devick Wealth Partners headquarters is located at 600 US-169 #875, Minneapolis.

    • Where are Bond&Devick Wealth Partners offices?

      Bond&Devick Wealth Partners has an office in Minneapolis.

    • How many offices does Bond&Devick Wealth Partners have?

      Bond&Devick Wealth Partners has 1 office.