Accredited Investors Wealth Management

Ross Levin is a CFP® professional with 12 years of experience in financial advising. He has been with Accredited Investors Wealth Management since 2018. Accredited Investors Wealth Management offers fee-only wealth management and investment advisory services to a diverse client base, including individuals, families, trusts, and private businesses. The firm employs a mean-reversion investment approach and integrates a variety of traditional and alternative strategies, tailoring portfolios to clients’ specific objectives and risk profiles.

Frederick Semmer is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Accredited Investors Wealth Management since 2017, including a role with its predecessor entity, and previously worked at Ulland Investment Advisors. Between these roles, he took a year for extended travel. Accredited Investors Wealth Management provides fee-only wealth management and investment advisory services to a diverse client base including individuals, families, trusts, and private businesses. The firm employs a mean-reversion investment approach overseen by an Investment Committee, utilizing a mix of ETFs, mutual funds, separately managed accounts, and private investment funds tailored to client objectives and risk tolerance.

Jacob Wolkowitz is a CFA® charterholder with 13 years of industry experience. He has been with Accredited Investors Inc. since 2011. Accredited Investors Wealth Management offers comprehensive, fee-only wealth management and investment advisory services to individuals, families, trusts, foundations, charitable organizations, retirement plans, and privately held businesses. The firm employs a mean-reversion investment framework and integrates a range of private investment strategies tailored to client objectives and risk tolerance.

Sean Smith is a CFA® charterholder with 14 years of experience in financial advisory. He has been with Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management and investment advisory services to individuals, families, trusts, foundations, charitable organizations, retirement plans, and privately held businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee and offers portfolios built from ETFs, mutual funds, separately managed accounts, and private investment funds tailored to client objectives and risk tolerance.