How we work


Multigenerational approach



Leaving a legacy is within reach through our holistic approach to multigenerational financial planning. We collaborate with clients and their families to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.

From the beginning, we establish what our client’s family’s value; values that are not just from a financial or business success standpoint, but also the ways in which they desire to contribute to their communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so we thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.

Proactively taking the steps now to create a family wealth financial plan can allow our clients to become active stewards of their wealth while enjoying life now and in the future.

Areas of focus

  • Intergenerational Planning
  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Small Business

Community participation

Premier Sponsor ODC Run, Walk and Roll

Neighborhood Table

The Gift of Life Scavenger Hunt

Heart of Wisconsin Chamber of Commerce

United Way of South Wood & Adams Counties

Boys & Girls Club of the Wisconsin Rapids Area

Working with us

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.