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 unbiased investment advice when recommending globally diversified investments.

We remain focused on providing our clients with low cost and tax efficient investments that seek better long-term, risk-adjusted portfolio returns.

Wealth Management Team

Investment Management Team

Prateek Mehrotra, MBA, CFA, CAIA®
Chief Investment Officer
**Investopedia Top 100 Advisor**

Tim Landolt, MBA
Director of Institutional Services

Family Office Team

Heidi Buhler
Wealth Administrator

Elaine Pietsch
Family Office Services Specialist

Darla White
Family Office & Fund Accountant


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 Five Office Locations - Serving Clients in 15 States


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


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


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


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

Green Bay

111 N. Broadway,
Ste. 100, Green Bay, WI 54303 Map
Ph. (920) 785-6010
Fax (920) 227-0521

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