Erika Wood
Partner, SVP Private Wealth Consultant - St. Louis Park, Minnesota
Erika joined VisionPoint in September of 2020 as a Private Wealth Consultant and Team
Coordinator. Her focus is on taking clients through a holistic and well-defined planning
process that touches every aspect of their financial lives. She is a third generation advisor,
joining her father in the financial service business in 2007 after graduating from college. She
strives to be a trusted, reliable resource so our clients can focus on what matters most.
Erika applies her unique skillset while working with accomplished families that desire to
make an impact for the next generation. Her clients prioritize building a relationship with
someone that will keep them accountable and provide sound advice with high attention to
detail. When working with Erika and her team, clients are assured every detail has been
carefully considered, resulting in confidence in their future.
Erika is a seven-time recipient of the Mpls.St.Paul Magazine Five Star Wealth Manager award
as well as the first female Partner at VisionPoint. She holds a Bachelor of Science degree
from the University of Minnesota and is a four-year letterwinner for the University’s women’s
swimming & diving team.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
WealthBridge FORMula
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
Aligned Values
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Collaborative Impact
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
St. Louis Park, Minnesota
4450 Excelsior Blvd Ste 460
St. Louis Park, MN 55416
Email: [email protected]
Phone: 952-777-3143
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