Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

Our Investment Philosophy
can support your goals

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future


Benjamin Hayes headshot
"I work with my clients to be proactive about planning for their future. We avoid focusing on short-term market ups and downs, and instead focus on what we can control – planning for retirement and making wise, disciplined investment decisions."

Benjamin Hayes

Principal, Consultant

Green Bay

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Forbes Top 50 Wealth Manager

Forbes Top 50 Wealth Manager

We’re proud to announce that we’ve been named to Forbes’ “Top 100 Wealth Managers” list for 2015!

This marks the third consecutive year that our firm has ranked within the list’s top 50 firms in total assets under management (AUM), joining the ranks of fiduciary advisors that oversee a collective $467.5 billion in AUM.

We’d like to thank our valued clients, partners and team members for making everything we do possible!

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