WealthStory Mission & Vision
Our mission is to help our clients achieve financial success by providing uncompromising integrity, trust, and personalized service.
​
Our vision is to be a complete financial services firm whose advisors offer every client access to the best customer service, products, and advisement.
WealthStory Services
The advisors at WealthStory work alongside individuals and businesses to help identify, progress towards, and achieve their most meaningful financial and life goals. We have partnered with the top money managers and investment companies in the world to provide our clients with access to the leading advice, investments, and products. The client’s pursuit of wealth and improvement of life is the ultimate goal of WealthStory in the financial services world.
Wealth Advisory
At WealthStory Advisory, we utilize the top money managers in the world to help us create, manage, and personalize a portfolio that is custom to your time horizon, risk tolerance, and objectives. Our goal is for you to reach your goals by building quality portfolios, providing exceptional service, and reducing fees.
Retirement Planning
Retirement should be the best time of your life, when you can relax and enjoy your life by reaping the benefits of what you have earned in so many years of hard work. It is important to plan for your life post-retirement if you wish to retain your financial independence and maintain a comfortable standard of living when you are no longer earning. We are here create a retirement strategy by knowing your needs, wants, and your wishes.
Life Insurance
Providing for your family's needs and goals, preparing for your family's future, and investing appropriately for your goals and time horizon is the backbone of your financial story but it also involves protecting what you have built. Life insurance can help reduce the financial impact on your loved ones in the event of your death. When you plan for life's uncertainties by having a life insurance policy, you provide your family the opportunity to help replace lost income, eliminate debt, pay for college, keep a business afloat, protect family wealth, or address other financial needs and goals while they adjust to a new life.
College Savings
Saving for college is a journey, one that is best started as early as possible. Over time, even saving small incremental amounts can make a difference later down the road. By starting a savings plan early, even before your child begins elementary school, you can reduce the burden of taking on high debt to pay for his or her higher education.
Income Strategies
We focus on your needs, wants and wishes. Helping you to most efficiently blend your portfolio utilizing income generating strategies to provide income that is not only secure, but also tax-efficient.
Legacy
After you have worked, saved, and invested for life’s obligations, you find yourself in a position to help others, such as their family or loved ones, a favorite charity, your alma mater, or church. Or even a larger mission such as starting a foundation that will carry on your legacy. Our resources are here to provide guidance to that passion.
About
With more than 20 years of experience in the financial services industry, Travis Story is a registered representative and insurance agent. He resides in Stillwater, MN with his wife, Melissa, and their daughter, Olivia. Their two older children, Noah and Riley, are now living independently and currently starting their careers. Travis loves golfing, fitness, and spending time with his family. Growing up on a farm in rural Wisconsin, Travis prides himself on family, community, honesty, and strong work ethic. Doing right by the client and establishing strong relationships is the backbone of Wealth Story’s business.
​
Check the background of investment professionals on...
​
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and WealthStory Advisory are not affiliated. Cambridge does not provide tax or college enrollment advice. This communication is strictly intended for individuals residing in the states of FL, IL, MN, OK, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Get in Touch
WealthStory is committed to exceeding your needs.
Questions, comments or requests?
We’d love to hear from you, so don’t hesitate to reach out today.
1054 Centerville Circle
Vadnais Heights, MN 55127
P 651.300.2210
F 651.409.3300
