Family. Wealth. For Generations.

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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.

 

  • Mark Rethlake

    Mark Rethlake

    Senior Vice Presidentโ€“Wealth Management

    Financial Advisor

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    • 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

        Caleb Quenzer

        Senior Wealth Strategy Associate

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        • AK
        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • IA
        • 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
            • Tammy

              Tamara Grochala

              Senior Client Associate

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              • 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

                    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.

                  White House

                  ElectionWatch 2024

                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                  Download the report

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