Neenah, WI 18 Jewelers Park Drive Office

Team
Updated today

Client AUM

$1,708,958,597

Clients

388

Advisors

3

Of 12 advisors across 2 offices

Location

18 Jewelers Park Drive, Suite 200

Neenah WI 54957

Advisors at this office

3

Advisors at this office

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Laura G

Neenah, WI

Schaper Benz & Wise Investment Counsel Inc

Laura Guy is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 26 years of industry experience, all of which she has spent with the firm since 2000. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm uses a fundamentally driven, research-oriented investment process and offers additional family wealth services including retirement, tax, charitable, and estate planning.

General retirement planning Income planning Charitable giving & philanthropy Retirement withdrawal strategies
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Thomas R

CFA®, Series 65

Neenah, WI

Schaper Benz & Wise Investment Counsel Inc

Thomas Rippl is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 2002. Schaper, Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, as well as trustee advising and private foundation administration.

General retirement planning Income planning Charitable giving & philanthropy Retirement withdrawal strategies
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Bradley B

CFA®, Series 65

Neenah, WI

Schaper Benz & Wise Investment Counsel Inc

Bradley Benz is a CFA charterholder and holds a Series 65 license with 32 years of industry experience. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 1994. Schaper, Benz & Wise Investment Counsel, Inc. serves high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm offers discretionary portfolio management and financial planning, including a Family Wealth Counsel program that covers retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration. Their investment approach is committee-driven and based on in-house research, with equity portfolios concentrated in 40–50 holdings and fixed-income strategies focused on laddered, investment-grade securities.

General retirement planning Income planning Charitable giving & philanthropy Retirement withdrawal strategies
View complete list of advisors at this office
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