Cedrus Wealth Group

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, Bertilson is a partner in 360 Security Services LLC and Rooted Tax Group, LLC. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a combination of fundamental, technical, and tactical strategies, integrates AI-enabled estate and tax planning tools, and maintains a formal affiliation with an accounting firm for potential cross-referral opportunities.

Daniel Engskov is a financial advisor with Cedrus Wealth Group in Andover, MN, holding a Series 65 license and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked in real estate and corporate roles including positions at Hempel Real Estate and Ryan Companies. He is also the Director of Private Client Services at Rooted Tax, where he prepares and reviews tax returns and provides tax planning and consulting services. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods and integrates tax and estate planning tools while maintaining a formal affiliation with Rooted Tax Group.

Peyton Chapman is a financial advisor with Cedrus Wealth Group, holding Series 63 and 65 licenses and two years of industry experience. Prior to joining Cedrus Wealth Group, Chapman worked at Raymond James Financial Services, Inc. Outside of financial services, Chapman has been involved with Ninth Street Soccer and Coffee and briefly with International Justice Mission. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm combines fundamental and technical analysis with tactical strategies and alternative exposures, and integrates tools such as the Pontera platform and AI-enabled estate and tax planning through Wealth.com.

Ty Nelson is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. His prior work includes roles at HRCC, Jax Exteriors, Dick's Sporting Goods, and Legacy Christian Academy, where he worked for 14 years. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment approaches, including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in client support.

Christopher King is a financial advisor at Cedrus Wealth Group with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cedrus Wealth Group in 2025, he worked at II Technology and First Trust Portfolios, as well as Wells Fargo and its affiliates. Cedrus Wealth Group serves individual and high-net-worth clients, along with pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm uses a combination of fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in its client services.

Eric Agrimson is a financial advisor with Cedrus Wealth Group, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones and has a background in real estate and landscaping services. Outside of his advisory role, he has experience as a realtor and has operated his own landscaping business. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms for estate and tax planning and held-away account management.