Family. Wealth. For Generations.

At Bristol Bay Partners we believe that our primary responsibility is to be your guides for your life-long financial journey

We achieve this by keeping our core values close to our heart:

Unflinching Integrity. We only do what is right for you. An ethical, client-first
approach is our over-arching commitment to you.

Competency. We provide you with an uncommon blend of personalized understanding and a depth of knowledge of the capital markets. This enables us to build capital that can change lives and achieve your present and future goals. We implement your personalized asset allocation plan with intent and purpose.

Uncompromised Conduct. We believe your trust and confidence must be won each and every day. We hold ourselves and our business to the highest standards of conduct and professionalism. We believe you deserve to enjoy your life with your friends, family, and philanthropic causes free from the burden of worry about your financial affairs.

𝐎𝐮𝐫 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡 is to build "Generational Wealth" wrapped in the highest quality of service and execution. We do this by adhering to a well-defined client standard of care:

Exclusivity. We have a limited client base thereby assuring you ready access to personalized service. We follow up and execute on every commitment.

Continuity. We are aware you seek to retain our services not only for yourself but for the needs of your entire family.

Predictability. The essence of our approach is our wisdom of how best to achieve the goals of your personal financial plan.

𝐎𝐮𝐫 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 consists of three essential parts: Personal Risk Profile, Portfolio Allocation, Strategic Emphasis

1. Develop a financial plan that defines your personal risk profile appropriate for the portfolios in which you will be invested to achieve your goals.
2. Allocate your assets into an equity and fixed income portfolio proportionate to your personal risk profile ascertained from your financial plan.
3. Deploy the remaining assets into BBP growth portfolio with emphasis on medical technology.

Mark Rethlake

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
- Barron's Top 1,200 Financial Advisors, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
681 East Lake Street
Wayzata, MN 55391

mark.w.rethlake@ubs.com

Mark Rethlake

681 East Lake Street,Wayzata,MN,55391
Caleb Quenzer

Senior Wealth Strategy Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- IA
- IN
- MN
- NJ
- NY
- OH
- OR
- PA
- TX
- WA
- WI
- WY
My grandfather was a farmer in Iowa. He was soft spoken and lived a simple life. What no one knew, not even my grandmother, was that he was a savvy investor. He had been acquiring farm land and investing in the stock market for over 35 years. When he passed away in 1997, my grandmother was not prepared for the responsibility of managing those assets. The entire family had to organize the investments. Shortly after his death, my grandmother was diagnosed with dementia and needed hospice care. Because of my grandfather’s investments, we had the capability to give her the care she needed and deserved. That was the beginning of my involvement in wealth management. One could say the reason I do what I do is because I love to help people navigate financial challenges and build wealth for their families. My grandfather taught me well.
681 East Lake Street
Wayzata, MN 55391

caleb.quenzer@ubs.com

Caleb Quenzer

681 East Lake Street,Wayzata,MN,55391
Tamara Grochala

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- FL
- HI
- IA
- IL
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
681 East Lake Street
Suite 354
Wayzata, MN 55391

tamara.m.grochala@ubs.com

Tamara Grochala

681 East Lake Street,Wayzata,MN,55391

Morgan Kane

Wealth Planning Associate

View bio

My grandfather was very active. He loved golf, exercised every day, attended Mass and was very involved with the community. In 2013 my grandparents were on a cruise in Europe. They traveled frequently, but this is one trip they dreamed about. As they were getting off the ship in Budapest, my grandfather slipped on the stairs and hit his head. He spent weeks in a hospital in Budapest after being diagnosed with serious neurological damage. He was confined to a wheelchair for the rest of his life, needing assistance with everyday activities.

Despite these hardships, what became very apparent to me is that they had a financial plan in place. In most family situations this incident would cause serious problems as the family tried to understand the true financial situation. The plan allowed my grandmother to comfortably enjoy her life and provide the care my grandfather needed.

Many friends ask me why I do what I do. The answer is simple, I want all the clients of Bristol Bay Partners to have a strong financial roadmap so that they have plan under any circumstance in life. I saw the success of a plan in my family and how important it can be.

Mark Rethlake

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
- Barron's Top 1,200 Financial Advisors, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
681 East Lake Street
Wayzata, MN 55391

mark.w.rethlake@ubs.com

Mark Rethlake

681 East Lake Street,Wayzata,MN,55391
Caleb Quenzer

Senior Wealth Strategy Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- IA
- IN
- MN
- NJ
- NY
- OH
- OR
- PA
- TX
- WA
- WI
- WY
My grandfather was a farmer in Iowa. He was soft spoken and lived a simple life. What no one knew, not even my grandmother, was that he was a savvy investor. He had been acquiring farm land and investing in the stock market for over 35 years. When he passed away in 1997, my grandmother was not prepared for the responsibility of managing those assets. The entire family had to organize the investments. Shortly after his death, my grandmother was diagnosed with dementia and needed hospice care. Because of my grandfather’s investments, we had the capability to give her the care she needed and deserved. That was the beginning of my involvement in wealth management. One could say the reason I do what I do is because I love to help people navigate financial challenges and build wealth for their families. My grandfather taught me well.
681 East Lake Street
Wayzata, MN 55391

caleb.quenzer@ubs.com

Caleb Quenzer

681 East Lake Street,Wayzata,MN,55391
Tamara Grochala

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- FL
- HI
- IA
- IL
- MN
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
681 East Lake Street
Suite 354
Wayzata, MN 55391

tamara.m.grochala@ubs.com

Tamara Grochala

681 East Lake Street,Wayzata,MN,55391

Morgan Kane

Wealth Planning Associate

View bio

My grandfather was very active. He loved golf, exercised every day, attended Mass and was very involved with the community. In 2013 my grandparents were on a cruise in Europe. They traveled frequently, but this is one trip they dreamed about. As they were getting off the ship in Budapest, my grandfather slipped on the stairs and hit his head. He spent weeks in a hospital in Budapest after being diagnosed with serious neurological damage. He was confined to a wheelchair for the rest of his life, needing assistance with everyday activities.

Despite these hardships, what became very apparent to me is that they had a financial plan in place. In most family situations this incident would cause serious problems as the family tried to understand the true financial situation. The plan allowed my grandmother to comfortably enjoy her life and provide the care my grandfather needed.

Many friends ask me why I do what I do. The answer is simple, I want all the clients of Bristol Bay Partners to have a strong financial roadmap so that they have plan under any circumstance in life. I saw the success of a plan in my family and how important it can be.

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Family. Wealth. For Generations.

At Bristol Bay Partners we believe that our primary responsibility is to be your guides for your life-long financial journey

𝐎𝐮𝐫 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡 is to build "Generational Wealth" wrapped in the highest quality of service and execution. We do this by adhering to a well-defined client standard of care:

𝐎𝐮𝐫 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 consists of three essential parts: Personal Risk Profile, Portfolio Allocation, Strategic Emphasis

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Mark Rethlake

Caleb Quenzer

Tamara Grochala

Morgan Kane