Wealth & Asset Management Services
Our all-inclusive approach to wealth management begins by developing a deep understanding of your life. Whether you enjoy fishing on Okauchee Lake, golfing on the Wisconsin Summer weekends, or if you're a snowbird; we want to learn about you, your family, and your goals.
From retirement planning services to estate and legacy planning, college savings plans and more, our fee-only comprehensive wealth and asset management services aren't influenced by commissions or referrals, just expertise.
Whether you’re married, divorced, widowed or happily single, you worry about being financially secure later in life. You strive for balance in living a comfortable life today while planning for the future. You would like to help children or grandchildren while not jeopardizing your own financial viability. Perhaps you have a parent, in-law or other family member that will need assistance as they age and you will be the primary care giver. In addition, you worry about your own longevity and how you will afford care as you age. […]
When you decide to sell your business, you face many questions and challenges: What is my business really worth? How do I structure the sale of the business, from both a legal and financial perspective? What is my tax liability and how do I minimize it? Do I have enough money from the business sale to retire? […]
You’ve had a successful career and are doing well financially, but you’re at a point in life where you want to try something new. You have thought about pursuing work that is more meaningful, less stressful, and provides more flexibility than your current career. As you consider this life transition, we will help you answer the following questions […]