Cedrus Wealth Group

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and The MissionBridge Wealth Partners. Outside of advising, he is a silent partner in a security services business and is involved with Rooted Tax Group, an affiliated tax service provider. Cedrus Wealth Group serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a wide range of investment strategies tailored to clients’ objectives and risk tolerance.

Daniel Engskov is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked at Hempel Real Estate, Ryan Companies, and Interpublic Group. He also serves as Director of Private Client Services at Rooted Tax, where he provides tax preparation and consulting services. Cedrus Wealth Group advises individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management along with financial consulting. The firm combines model-based allocation with tactical sleeves managed by an external asset manager, employing a range of strategies and instruments tailored to clients’ objectives and risk tolerance.

Peyton Chapman is a financial advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cedrus Wealth Group, Chapman has worked at Raymond James Financial Services and had roles outside finance, including with International Justice Mission and entrepreneurial ventures such as Froggy Hops LLC. Cedrus Wealth Group serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a broad range of strategies and instruments tailored to client objectives and risk tolerance.

Christopher King is a financial advisor at Cedrus Wealth Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios and Wells Fargo. Cedrus Wealth Group serves individual and high-net-worth clients, managing approximately $136 million through discretionary and non-discretionary portfolio management. The firm employs a combination of model-based allocations and tactical sleeves managed by an external asset manager, using a wide range of strategies tailored to client objectives and risk tolerance.