Being a Wealth Advisor is not just a career for Stacy Kupsky, it’s a deep privilege. Her passion in life is to see families, business owners, executives, and women in leadership win with money. She believes that money is a tool for stability, freedom, and ultimately impact.
Stacy works with clients to articulate their financial priorities, deliver strategies centered in their values, and curate their legacy. Her goal is to empower clients by providing
customized planning, well-formulated and tax-advantageous advice, and a dependable process. Stacy works alongside high-net worth individuals and families to help address uncertainty, navigate the stages of life, and build wealth with intention through vision-centric conversation.
Stacy is currently the co-founder and Vice President at Wayzata Bay Private Wealth Management.
Early in her career, Stacy worked within small businesses before transitioning to the world of finance at Northwestern Mutual in 2011. For nearly 8 years, she worked as a Financial Advisor at Morgan Stanley. In 2022 her team moved independent – bringing an elevated scope of service and greater autonomy to their clients.
Stacy’s heart to help people extends to the broader community. She’s an active member of non-profits and enjoys paying it forward in the arenas of Entrepreneurship and Finance. She has served on board for the National Association of Women Business Owners – MN; since 2022. Stacy has also served within The Wayzata Chamber, on committees since 2015. Stacy enjoys sharing her knowledge and experience on podcasts and stages. A respected community professional in financial services and entrepreneurship, Stacy is regularly booked as a speaker and is open to any new opportunities.
Stacy also seeks to live an active lifestyle which includes hiking, cycling, the arts, reading, and making healthy food. She and her family live in Maple Grove.
Guest:
Stacy Kupsky | Co-Founder and Vice President at Wayzata Bay Private Wealth Management
Contact Info:
LinkedIn
Hosts:
Becky Lauseng | VP of People Ops at Anno.Ai
https://www.linkedin.com/in/becky-lauseng/
Jay Olson | Director of Global Talent Acquisition at Medtronic https://www.linkedin.com/in/jayolson/
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