New Richmond, WI Office

The firm provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts, addressing objectives such as cash‑flow, retirement, education, estate and tax planning. It operates as a fee‑only adviser that does not sell commission products and places client assets with third‑party custodians.

Its investment approach blends proprietary technical and cyclical analysis with fundamental review, typically constructing a long‑term diversified core and a smaller tactical sleeve; many systems are rule‑based or computerized and are used to manage equity exposure and control downside risk. The firm implements trading under limited power of attorney, conducts regular reviews, and accommodates client restrictions or changes in objectives.

This firm is distinctive for outside business activities disclosed in its brochure: the principals are involved in an affiliated pooled vehicle that trades futures and options (including S&P 500‑based contracts), and one principal provides tax preparation and consulting through an affiliated enrolled‑agent tax practice — tax services are offered to clients in some cases as part of the relationship. For a two‑advisor practice it manages a multi‑million dollar discretionary book and relies on institutional platforms (including Fidelity and Interactive Brokers) while maintaining a stated policy against receiving commissions or selling financial products.