Compassionate financial advice and education
Thomas & Engelmann Wealth Management
952-921-7981
952-921-7929
877-540-1001
8500 Normandale Lake Blvd.
Suite 210
Bloomington, MN 55437
“We care about our clients, and we focus on relationships,
rather than transactions.”
— Carin Thomas
Money isn’t an easy topic. The jargon can be confusing, and the subject can seem too personal to discuss. But it is essential to understand where you are today and where you’re headed.
At Thomas & Engelmann Wealth Management, we help people take control of their financial lives through education and guidance. Our experienced, multigenerational team seeks to make wealth management simple and accessible for everyone—from singles and couples to recent divorcées and widows. Forget your idea of buttoned-up financial advisors. We look to be down-to-earth and supportive.
We’d like to help you feel more confident about your finances and your future.
Check out our podcasts and videos for insights and education from our team
Elizabeth Engelmann has been recognized as an industry leader
- Forbes America's Top Women Advisors, 2018, 2020
- Forbes Next-Gen Best-In-State Wealth Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Working Mother magazine Top Wealth Adviser Moms, 2017, 2018, 2019
- Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
- UBS Top 35 Under 35, 2017, 2018
Lives in transition
Change is constant.
So are we.
Every new life stage, milestone or unexpected event raises complex questions. Our goal is to help you find the answers. We focus on navigating the changes—both emotional and financial—that life brings.
Superior service
We want to be
your first call
Our goal is to take care of our clients—not just their investments, but the full scope of their financial lives. Inevitably, that means we also get involved in their family lives while always respecting confidentiality. Our hands-on approach reflects our values.
Financial education
Empowering you
to take control
We are passionate about educating every client and every generation of their family. Financial knowledge isn’t just for the professionals. Our team takes great pride in equipping clients to make good financial decisions.
Our perspectives
Insights