Westby, WI Office

Guncheon Financial, LLC (d/b/a The Life Group Wealth Partners) provides discretionary investment management and comprehensive financial planning to individuals and families, corporate executives, business owners, and pension and profit‑sharing plans, managing roughly $146.2 million in client assets. Services include portfolio management, retirement plan consulting, cash‑flow and estate planning, and advice tailored to employer‑sponsored defined contribution plans.

The firm’s investment process relies on fundamental analysis and a core‑and‑satellite approach that blends index‑based core holdings with actively managed satellites across mutual funds, ETFs, individual stocks and bonds, and constructs portfolios from individualized investment policy statements. TLG may engage a sub‑adviser (Triad Wealth Partners) and acts as a co‑adviser for the Plan Confidence™ online defined contribution advice service, and generally manages client accounts on a discretionary basis while accommodating client‑imposed restrictions.

TLG operates with a substantially higher client load per advisor than is typical for similar teams—about 250 clients per advisor—which aligns with its use of scalable delivery channels such as complimentary educational seminars and the Plan Confidence™ platform. The firm also discloses that some associates are licensed to sell life and health insurance and that it compensates sub‑advisers, both of which are identified as potential conflicts the firm manages in accordance with its fiduciary policies.