May 2, 2022

Greetings!

I hope that all is well with you. I am pleased to announce an exciting milestone at Personal Wealth Partners (PWP).  We are joining forces with Credent Wealth Management, a leading Registered Investment Advisor (RIA) with multiple offices located in Indiana, Texas, Michigan—and now Minnesota and Wisconsin. 

Our merger process will begin in early May. This is a natural progression for us to come together for the benefit of our clients. PWP is excited to start this journey with Credent.  Our client-focused values align well with Credent’s steadfast dedication to excellence. 

Hopefully you will notice that the things you like about PWP will get even better. The merger will enable us to invest in exciting new technologies, and to further educate, train and hire additional staff to serve you and all the families we advise.

This merger will allow PWP to become a “forever firm.”  This means PWP’s success and survival will not be predicated on my health, as its sole owner. The combination of PWP and Credent provides me with a natural succession plan—even though I’m committed to working another 6 to 8 years. 

As we all know, things never stay the same. A change for our Bloomington office is that Mike and Marissa Poissant have decided not to become part of the merged firm and we wish them well. Keep in mind that there were changes in the past. Since I purchased Mike’s and Marissa’s branch in 2017, and Lance Wagner’s branch in 2018, Brad Heideman has been closely involved with the portfolio allocations of your accounts. This will not change.

I am enthusiastic about the PWP/Credent team that we have in place to continue to service you with our increased capabilities. The breadth and depth of experience of our team is rare to find at an advisory firm. Our team has a commitment to provide you with an improved level of client service. The following people from PWP/Credent will provide a team effort to take care of you:

Dan Steichen, JD, MS (Tax), CPA (Inactive)—Principal and Owner of PWP
Brian James—Financial Advisor
Brian Neal—Financial Advisor
Ben Streeter—Financial Advisor
Brad Heideman—Portfolio Allocation Manager
Wendy VanAntwerp, MBA, CFP®—Annuity, Direct Business Servicing Person
Trevor Hopkins—Paraplanner
Marchel Lea—Client Services Associate

As noted above, I’m pleased to introduce Brian James, Brian Neal and Ben Streeter as fellow advisors.  We are dedicated to your continued success with PWP and soon Credent.   

Other changes will be minimal. The name of the firm will change to Credent Wealth Management from PWP, the Bloomington office will remain fully staffed, and your investment assets will continue to be custodied at LPL—so your accounts will stay in place with no change in your accounts’ performance history or account numbers. Wendy VanAntwerp will become the servicing person for your non-SWM LPL accounts (annuities, brokerage accounts and direct American Fund investments).  You will see her name on some of your statements rather than mine.  We will be sending you a form to sign that will allow PWP/Credent to continue being your single point of contact for those investments.

I realize that you may have questions about the changes I have outlined above.  Please do not hesitate to call me with questions. I can be reached at 952-955-9781. Additionally, either Brian Neal, Brian James, Ben Streeter or I will be calling you in the coming days. 

On behalf of PWP/Credent, thank you for your trust. We look forward to continuing to provide personalized services for your Estate, Financial and Investment Planning needs. We will be sending you additional information about this transition in the near future. 

We are also planning an in-person meet and greet client event in late May—details to follow. Take care. 

Thanks,
Dan

Dan Steichen, JD, CPA (Inactive), MS (Tax)

7900 International Drive, Suite 510, Bloomington, MN 55425
Office: (952) 955-9781 / Fax: (952) 955-4673
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Personal Wealth Partners LLC, a registered investment advisor and separate entity from LPL Financial.
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