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Jeffrey V

Series 65

Marshall, MN

Birath Wealth Management, LLC

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His work history includes operating Jeff Vandendriessche Tax Services since 2016 and managing Vandendriessche Farms since 1994. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, providing portfolio management and financial planning. The firm builds portfolios using fundamental analysis across various asset classes and typically acts with discretionary trading authority while offering ongoing reviews and tailored investment strategies.

General retirement planning College savings (529s, UTMA, etc.)
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Thomas B

Series 63, Series 66

Marshall, MN

Birath Wealth Management, LLC

Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, offering portfolio management and financial planning. The firm constructs portfolios using fundamental analysis across multiple asset classes and typically acts with discretionary trading authority, providing regular account reviews and tailored Investment Policy Statements.

General retirement planning College savings (529s, UTMA, etc.)
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