Wealth Progression Group

Wealth Progression Group

Financial Services

St Louis Park, Minnesota 950 followers

Wealth Strategies catered to your needs and goals.

About us

At Wealth Progression Group, we believe that everyone deserves a group of trusted professionals to rely on for guidance when they need it. That is where we come in by creating specialized wealth strategies catered to your needs and goals no matter where you are on your financial journey. Our first priority is helping you feel confident with your finances—Please take the time to explore our website and video library to learn more about how partnering with us could benefit you and your family.  Material shared is for informational purposes only, does not indicated suitability for any particular investor, and is not tax or legal advice. Please speak with your own tax and legal advisors for guidance regarding your particular situation. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results and should not be relied upon as such. Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory Services through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.

Industry
Financial Services
Company size
2-10 employees
Headquarters
St Louis Park, Minnesota
Type
Self-Owned
Founded
2019
Specialties
Profit Sharing Plans, Long-Term-Care Insurance, College Plans, Money Purchasing Plans, Tax-Free Retirement Benefits, Oil and Gas, Investments, Financial Protection, Life Insurance, 401(k) Planning, Estate Plans, Wealth Strategy, Real Estate Investments, Private Investments, Annuities, IRA Plans, Financial Education, Brokerage, and Credit Counseling

Locations

  • Primary

    5775 Wayzata Blvd

    700

    St Louis Park, Minnesota 55416, US

    Get directions

Employees at Wealth Progression Group

Updates

  • Celebrate Your Freedom: Happy Election Day! Today is a reminder of one of the greatest freedoms we enjoy—the right to vote! Election Day is an opportunity for each of us to have a voice in shaping the future of our communities, our country, and the generations to come. No matter which candidates or issues you're passionate about, the important thing is that we all participate in the process. Take a moment today to appreciate the power of your vote and the collective impact we can make. Here’s to celebrating our democracy and the privilege to be heard. #ElectionDay #YourVoiceMatters

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  • Take Charge of Your Financial Future: Knowledge is Key! 🔑 Unlock your path to financial confidence with Wealth Progression Group. Join Robin Edgar, a seasoned Wealth Strategist with over 34 years of experience, for insightful Strategy Sessions designed for anyone looking to begin or enhance their financial journey. What’s in it for you? - Discover the powerful Three-Bucket Financial Approach. - Take home practical handouts and actionable strategies. - Enjoy a complimentary one-on-one meeting, including a detailed tax analysis. - Get access to exclusive discounts on Robin's educational video series. 🗓 Save the Dates: November 7: 11:30 AM - 1:00 PM November 26: 3:30 PM - 5:00 PM Seats are limited, so secure your spot now and gain valuable financial insights in a relaxed, no-pressure setting. 🎟 Reserve your place by emailing info@wealthprogressiongroup.com?utm_source=linkedin #WealthProgressionGroup #StrategySession #WealthStrategist #FinancialKnowledge #WPG

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  • 🚫 Financial Strategy Myth: You must time the market perfectly for success. The truth? Trying to time the market by predicting the perfect buy and sell moments is a widespread myth that has led many astray. Even the experts find market timing very tricky. Chasing this approach often leads to missed opportunities and heightened risks. Instead of chasing myths, trust in expertise. The Wealth Progression Group team is here to guide you, helping you understand the vast opportunities in the market and beyond. We focus on long-term strategies tailored to your financial goals and risk tolerance. It's not about timing the market; sometimes, it's about time IN the market. Reach out today, and let's discuss your financial strategy. #wealthprogressiongroup #wpg #wealthstrategist #financialconfidence #financialstrategies

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  • Does your advisor offer investment options outside the traditional stock and bond market? Diversifying your portfolio is crucial in today's dynamic financial landscape. If you're seeking alternative investment avenues, it might be time to talk. At Wealth Progression Group, we're proud to provide a broad spectrum of investment opportunities, from multi-family housing to oil and gas drilling. Don't limit your financial potential. Talk to a team that understands the value of diverse investments - like WPG. #wealthprogressiongroup #wpg #wealthstrategist #financialconfidence #financialstrategies

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  • At Wealth Progression Group, we believe that confidence and empowerment are at the heart of every successful financial decision. When you have a clear understanding of your financial goals and a solid strategy to achieve them, it’s easier to navigate challenges and seize opportunities with assurance. Empowerment comes from knowledge—knowing where you stand financially, understanding your options, and having the right tools to make informed choices. That’s why we focus on providing you with the education and insights needed to feel in control of your financial journey. Confidence, in turn, grows from trusting in your plan and having the foresight to stay the course, even during times of uncertainty. With our guidance, you’ll gain both the knowledge and the confidence to make decisions that align with your values and long-term vision. Your financial future is yours to shape. Let’s work together to ensure it’s one of empowerment, growth, and confidence. #WealthProgressionGroup #FinancialEmpowerment #WealthStrategist #FinancialConfidence #WPG

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  • Happy One-Year Anniversary to Todd! 🎉 It’s been an incredible year since Todd joined the Wealth Progression Group, and he’s made such an impact on our clients and team. Known for his deep dives into investments (fueled by lots of coffee ☕), Todd has a gift for turning client connections into lasting, meaningful relationships. For Todd, the most rewarding part of his job is knowing he’s helping shape someone’s financial future—a responsibility he holds with care and dedication. And while the pressure of guiding clients through important decisions can be heavy, it’s clear that Todd thrives on making a real difference. Outside the office, Todd has some surprising talents—from crafting a mean old fashioned 🥃 to having spent his formative years in a museum. Just don’t expect him to stick to small talk; he’s all about those deep conversations! Todd, we’re grateful to have you on the WPG team and excited to see what the future holds. Here’s to many more years of success! #WealthProgressionGroup #ToddLeet #WealthStrategist #WorkAnniversary #WPG

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  • Wealth Progression Group reposted this

    Tuesdays Ladies in Leadership Luncheon was a Success! A huge thank you to Robin Edgar of Wealth Progression Group for leading a powerful session! With over 34 years of experience as a Wealth Strategist, Robin shared invaluable insights on how women can take charge of their financial futures. Attendees learned key questions to ask financial advisors and received practical tools to align their financial goals with their long-term aspirations. The room was filled with motivation and camaraderie among incredible women professionals! Stay tuned for our next luncheon, where we’ll continue to inspire and empower! #LadiesInLeadership #SheInvestsSheThrives #WomenEmpowerment #FinancialPlanning #EdenPrairieEvents

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  • Navigating Financial Changes with Unwavering Commitment 🧭 In a world where tax laws evolve, markets fluctuate, and new investment opportunities arise, one thing stays constant: Our dedication to you. Robin Edgar and the Wealth Progression Group team are here to be your trusted guides, providing timely information, thorough research, and expert advice to help you make informed decisions for your family's future. Rely on us to steer you with clarity and confidence for tomorrow's dreams and today's needs. #WealthProgressionGroup #DedicatedTeam #WealthStrategist #FinancialIndependence #WPG

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  • Diversifying isn't just a buzzword; it's a strategic move to ensure your investments aren't solely tied to the market's whims. With the Wealth Progression Group Team, accredited investors can explore alternatives that could potentially provide both stability and growth. In a volatile market, variety may be your best ally. Let the team guide you through these alternative avenues. #wealthprogressiongroup #wpg #wealthstrategist #financialconfidence #financialstrategies

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