Your Goals. Your Dreams. Your Future.
committed to you
Your Financial Security Is Our Top Priority.
We are a private wealth advisory team serving the multigenerational planning needs of families and business owners. We’re a down-to-earth team working with down-to-earth people like you. When you partner with us, we’ll seek to help you:
Bring Clarity to
When you work with us, you'll see that we do much more than manage your investments. That’s because we want to be more than your financial advisor. Our mission is to help you:
our private wealth solutions
You'll Get More Than Investment Management.
We believe the term “investment planning” lacks the kind of ingenuity and imagination we bring to the process. You can count on our innovative, problem-solving capabilities to help address the full spectrum of your financial needs.
what matters most to you
Open Doors to Open Conversations.
It’s important to have open conversations with loved ones where you share what matters most to your family. We can help with a concept we call “Talk About” meetings. We’ll talk about how to talk about the things families tend not to talk about. This approach can help you develop your family’s culture of compassion, insight, and action.
Success & Infinities
There is personal success, there is professional success, and there is financial success. Each is important, but how you achieve each is very different. Each is independent of the other, yet they all rely on similar values, thoughts, and actions. Without all three, life is incomplete.
All three of these successes, personal, professional, and financial, are important, but not as important as the final one. Life success.
we care about you
Work with an Experienced Team.
You can rely on our team of knowledgeable professionals who have more than 200 years of combined industry experience. Members of our team have earned advanced planning designations to help better serve your needs.
CFP® professional, AAMS®, APMA®
08-13-1954 to 01-06-2023
Fusionist, Author, Lecturer
Shawn C. Quam-Schulz,
Steven R. Fagan
Head of Cornerstone Committee
Jan E. Peterson
Susan L. Everett
Rita A. Davis, CFA®
Financial Planning Analyst
Linda Thomas, AAMS®
connect with us
Let's Start the Conversation.
We’re here for you, your family, and your friends. We want to truly get to know you so we can help you reach your aspirations. Please contact us to schedule an introductory call, set up a meeting, or ask questions.
2924 Marketplace Drive
Fitchburg, WI 53719
One Parker Place
Janesville, WI 53545
5058 Rockrose Court
Roscoe, IL 61073