Kimberly Schwichtenberg (CFP®, CPA/PFS)

Kimberly Schwichtenberg focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Kim is a Partner and Chief Manager of SilverOak Wealth Management LLC. She is also a former tax partner with a large Minneapolis CPA firm that was formerly affiliated with SilverOak. She has over 35 years of extensive experience in corporate, individual and trust taxation focusing on the complex issues facing business owners and high net worth individuals.

As one of the founding partners of SilverOak Wealth Management in 1999, Kim has had a passion for financial planning and making a difference in the lives of her clients for many years. She enjoys collaborating with the client's other advisors and integrating all aspects of the client's financial lives to develop a comprehensive financial plan and portfolio strategy that is consistent with their core values.

NAPFA Start Date

October 29, 2004

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This Office

7650 Edinborough Way Ste 250 Edina, MN 55435-5980 Phone: (952) 896-5700 Fax: (652) 896-5719