Our Investment Philosophy
Investing made smart, efficient, focused

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

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.

 

Greg Sintow headshot
"Clients place their trust in me and I see it as a big responsibility. I want to earn their trust and respect. It’s very rewarding and I sleep better at night because I’m doing the right things for my clients. "

Greg Sintow

Principal, Regional Director

Green Bay