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Your Family's Professional Team

Our team of fee-only fiduciary advisors and family office staff is here to help empower you in taking control of your family wealth and financial future.

As stewards of your trust and family wealth, our team works together to provide you with fee-only investment advice when recommending globally diversified investments.

We remain focused on providing our clients with investment solutions that seek enhanced long-term, risk adjusted portfolio outcomes.

Wealth Management Team

Investment Management Team

Family Office Team

Heidi Buhler
Wealth Administrator, Notary
[email protected]

Abigail Lax
Assistant Wealth Administrator, Notary
[email protected]

Elaine Pietsch
Family Office Services Specialist
[email protected]

Darla White
Family Office & Fund Accountant
[email protected]

Chris Platten, CPA
Financial Controller
[email protected]

Fiduciary

An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.

Our Six Office Locations - Serving Clients in 18 States

Appleton, WI

W6272 Communication Ct.,
Appleton, WI 54914 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Milwaukee, WI

Regus Complex
N19 W24400 Riverwood Dr. Suite 350,
Waukesha, WI 53188 Map
Ph. (262) 832-3827
Fax: (920) 227-0521

Hilton Head, SC

5 Fallen Arrow Court
Hilton Head Island, SC 29926 Map
Ph. (920) 915-4000

Green Bay, WI

2300 Riverside Dr.,
Green Bay, WI 54301 Map
Ph. (920) 785-6010
Fax (920) 227-0521

Chicago, IL

360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave Suite 3100
Suite 3100 Chicago, IL 60611 Map
Ph. (312) 373-3850
Fax: (920) 227-0521

Madison, WI

Regus Complex
2810 Crossroads Dr. Suite 4000,
Madison, WI 53718 Map
Ph. (608) 819-5899
Fax (920) 227-0521

Turn your personal success and dreams into a life aligned with your goals, filled with direction, purpose, happiness and confidence!