You've lived a little.
You've built, you've raised, hopefully saved.
Most people haven't had the time to step back and assess their finances. Their financial picture looks more like Picasso and less like Rembrandt. In other words, they're a mess of 401Ks, IRAs, several savings accounts, and the CD they were gifted from Dad a few years back. That's okay. We sift through the mess of statements and accounts to help make sense of it all.
A different kind of financial firm.
Main street, literally.
Our home offices are in Green Bay, mostly because it's not New York.
Green Bay is a great place to live…and breathe. And focus. And work. And play. We are a third-generation family business. We "get" families and family business. We have firsthand experience in structuring an exit strategy for Dad or non-working sibs. And you can always reach one of the guys whose name is on the building.
What we do and don't.
We currently have clients in 15 states plus Canada and the Isle of Man (yeah we had to look it up, too). We have plans to serve all 50 states…especially the warmer ones.
We have many of the tools your bank has, including most of the tools your insurance guy has plus the tools of Wall Street. But in one stop, and with independence. However, there are five things we won't do; options, commodities, futures, penny-stocks or hedge funds. We don't do them. We could. But we don't like them, not for us and not for anyone.
You tell us you want to see the kids, travel a bit, and help make sure your spouse is taken care of when you're gone.
We come alongside you to understand not just your financial situation, but you. What you value, what you fear, what you want. We know that what you don't want is financial-speak.
Retirement well-planned. That's what you'll get. Period.
1138 Main Street
Green Bay, WI 54301 Directions
Vice President, Financial Advisor Investment Management Consultant