Team profile


Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Awards & recognition

  • StrongBridge Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Mathew Colemer, AdvisorHub Advisors to Watch (under $1Bil), 2023

Community participation

Premier Sponsor ODC Run, Walk and Roll

Neighborhood Table

The Gift of Life Scavenger Hunt

United Way of South Wood & Adams Counties

Boys & Girls Club of the Wisconsin Rapids Area

Boys & Girls Club of the Northwoods

YMCA of South Wood County

Waupaca Area Youth Hunt

Amherst High Heartland Farm Field Sponsor

Christian Life Fellowship Mission Trip Sponsor

WRYSA League Sponsor

Boy Scouts Program Sponsor

Rome Fire Department Sponsor

YMCA Blacksharks Swim Sponsor

Stevents Point Community Appreciation Event Sponsor