On a cold, black Minnesota night more than three years ago, Cole Ruth and Tara Seegers found themselves deep in discussion. The surrounding bars and restaurants had all closed, leaving them no place else to go but a drafty hotel lobby with all the coziness of an ice rink. Still, they stayed up talking for hours. They talked about the CFP® exam and their current roles, the advisory business and the stock market. Cole was immediately drawn to Tara’s confidence and forthright personality, and she hoped they would stay in touch.
Over the next few years, the two forged a collaboration rooted in shared values: a commitment to thoughtful planning and a desire to help their clients achieve their goals and dreams. Cole also realized that whenever she and Tara interacted, they laughed. “We spend about a third of our lives at work,” says Cole. “That’s why it’s always been important to me to work with people who bring joy to what they do.”
Cole’s multidisciplinary background is shaped by more than two decades in advertising, branding, and strategic communications, including co-founding and leading a creative agency in Stockholm, Sweden. Wealth Management is her second career and stemmed from an early interest in investing encouraged by her DIY stock picker father.
Cole works with individuals and families whose financial lives span industries, geographies, and stages of life. Her clients have built significant wealth through varied paths, yet all share a need for clarity and guidance in making important financial decisions.
Cole often compares investing to sailing. Conditions change, uncertainty is constant, but thoughtful preparation is key. Getting to your destination safely requires the ability to adjust along the way while remaining focused on the plan.
We are pleased to welcome Cole to Exceptional Wealth and to continue building a team dedicated to helping clients steward their resources with clarity, purpose, and care.
Advisory services offered through Exceptional Wealth & Family Office, an SEC Registered Investment Adviser. Fixed insurance products and services offered through Exceptional Insurance.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.