$140MM AUM | $1MM Rev in
We are a leading independent financial advisory firm that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.
We have a multi-generational team with deep experience, including 3 ___, 2 CFPs, 1 CFA, and 1 MST. We have strong connections with the University of Wisconsin Business School with two team members holding chair positions within the Business School. We deliver family office level service in a comprehensive and holistic fashion, with financial planning being the cornerstone of our approach with individuals, families, and businesses. We are setup to scale and are searching for practices that are the right fit, particularly for those that are looking for a trusted home for their clients and as a way to have a customized succession plan in place, whether that's in the near term or down the road.
Please do not hesitate to reach out with questions.