Family. Wealth. For generations

Generational Family on Beach

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

The Betz Wealth Management Difference

The Betz Wealth Management team partners with individuals and small business owners to effectively and efficiently achieve their financial goals. We focus on understanding what matters most to clients and their families, then develop comprehensive financial plans and utilize sophisticated investment strategies to help them achieve their unique financial goals. 

Our team specializes in partnering with high net worth individuals who are seeking to grow and maintain multigenerational wealth. We enjoy making a true impact on the lives of our clients and their families by providing value through our planning services, market insights, and world-class service.

Our team is postured in Saint Paul, Wayzata, Minneapolis and Southwest Florida. 

  • Dave Betz

    David Betz

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • IA
    • IN
    • KY
    • MI
    • MN
    • NE
    • PA
    • SC
    • SD
    • TX
    • WA
    • WI

    Dave is a highly skilled financial advisor who specializes in catering to the unique needs of ultra high net worth individuals. With an exceptional understanding of the intricacies and complexities of managing significant wealth, Dave has established himself as a trusted advisor in the realm of high finance.

    With 38 years of experience in the financial industry, Dave has developed a reputation for delivering tailored strategies that align with the specific objectives and aspirations of his esteemed clientele. His expertise encompasses investment management, wealth preservation, risk assessment, tax optimization, and comprehensive financial planning.

    What sets Dave apart is his unwavering commitment to providing personalized service of the highest caliber. He recognizes that each client’s financial situation is unique and demands an individualized approach. Through thoughtful analysis and in-depth discussions, Dave crafts customized strategies designed to maximize wealth growth while mitigating risks.

    In addition to his technical expertise, Dave possesses exceptional communication skills, allowing him to build strong and lasting relationships with his clients. He actively listens to his clients’ goals, concerns, and aspirations, establishing trust and rapport based on transparency and integrity.

    Whether it’s preserving family legacies, philanthropic endeavors, or generational wealth transfer, Dave is dedicated to guiding his clients toward achieving their financial objectives. His unwavering commitment to excellence, combined with their comprehensive knowledge and client-centric approach, makes him a sought-after financial advisor for ultra high net worth individuals seeking a partner who can navigate the complexities of managing substantial wealth.

      • University of Minnesota, Economics
      • Certified Exit Planning Advisor
      • Chartered Retirement Plans Specialist℠
      Estate planning strategies
      Exit planning
      Business succession
      Alternative investments
      Retirement Plan consulting
      Business owners
      Entrepreneurs
      Family Offices
      444 Cedar Street St. Paul MN-2136
      Suite 2200
      St. Paul, MN 55101
    • RB

      Ryan Betz

      Account Vice President

      Financial Advisor

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      • AZ
      • CO
      • FL
      • IA
      • IN
      • KY
      • MI
      • MN
      • NE
      • PA
      • SC
      • SD
      • TX
      • WA
      • WI

      Ryan is a Financial Advisor with a nine-year track record of providing strategic guidance to ultra-high net worth individuals. With a keen understanding of the unique financial challenges faced by business owners, Ryan has become a trusted partner in the journey towards long-term Financial Success.

      Throughout his career, Ryan has honed his expertise in helping clients navigate the complexities of business transition. He possesses a deep understanding of the intricacies and nuances involved in transferring ownership and ensuring seamless transition, allowing business owners to achieve their desired outcomes with confidence.

      Recognized for his comprehensive approach, Ryan leverages his extensive knowledge of investment management, risk management, tax planning, and estate planning to create tailored strategies that align with each clients goal’s and aspirations. With a results-driven mindset, he continuously stays abreast of industry trends, market changes, and emerging opportunities, always seeking to provide his clients with a competitive edge.

      Beyond his technical expertise, Ryan is known for his exceptional interpersonal skills and his ability to build long-lasting relationships based on trust and integrity. He takes the time to listen attentively to his clients concerns and goals, ensuring that every decision is made in their best interest.

      With his wealth of specialized knowledge and experience in working with ultra-high net worth individuals, Ryan stands as a go-to resource for clients seeking a trusted partner to guide them through their financial journey.

        • Carlson School of Business at University of Minnesota, Finance
        • College for Financial Planning, Masters in Financial Planning
        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Estate planning strategies
        Exit planning
        Business succession
        Investing
        Alternative investments
        Business owners
        Family Offices
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
      • Corinne Klitzke Picture

        Corinne Klitzke

        Senior Wealth Strategy Associate

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        • MN

        Corinne leads the team's financial planning and 401K business. She takes the time to understand each of our clients' unique circumstances and priorities in order to develop a plan that most effectively and efficiently helps them achieve their goals. Corinne strives to provide clients with peace of mind, with the understanding that we will plan for the expected, while preparing for the unexpected. 

        Corinne also works with small businesses in creating benefit plans such as 401Ks and Cash Balance pensions, which provides value to business owners as well as their employees.  

        Corinne is a graduate of the University of Minnesota and lives in Woodbury Minnesota with her husband, daughter, and dog.

          • University of Minnesota
          • CERTIFIED FINANCIAL PLANNER™
          Financial planning
          Education planning
          Philanthropy
          Legacy planning
          Retirement planning
          Custom portfolios
          401(k) plan services
          Women investors
          444 Cedar Street
          Suite 2200
          St Paul, MN 55101
        • Maki

          Kate Maki

          Client Associate

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • IA
          • IN
          • KS
          • KY
          • MA
          • MI
          • MN
          • MO
          • MT
          • NC
          • ND
          • NE
          • NM
          • NV
          • OK
          • OR
          • PA
          • SC
          • SD
          • TX
          • WA
          • WI

                444 Cedar Street
                Suite 2200
                St Paul, MN 55101

              Learn more about Betz Wealth Management

              Backed by the strength of UBS

              A global leader in wealth management

              #1

              For Ultra-High Net Worth clients

              Euromoney Private Banking and Wealth Management Survey, 2016-2020

              #1

              Serving Business Owners

              Euromoney Private Banking and Wealth Management Survey, 2020

              #1

              for High Net-Worth clients

              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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              Advice for business owners

              Advice for business owners

              Business transition and succession planning

              Business transition and succession planning

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