Accumulation - Management - Preservation (TM)
Call Us: 608-827-6755
“Real wealth is discretionary time. Money is simply fuel for your life. You can always make another dollar, but you can’t make another minute. Don’t let the pursuit of money erode your wealth.”
― Alan Weiss,
I work with clients I think are...
Nice
I seek out clients who are nice.
They are joyful. They are loving to their family, loyal to their friends, and contribute to their community. They are appreciative and value professional services. They are excited about collaborating, learning and growing.
Life is also simply too short which is another reason I choose to work with nice people. Of equal importance, my family does not want me, nor do my existing nice clients pay me professional fees, to become distracted by working with not-nice people.
Deliberate
Clients should seek to align their deeply held values with their important goals. They should be prepared, engaged, contemplative, and then act.
I believe financial planning and investment management works best when you are deliberate about your future. Clients often delegate action, but they don't skirt responsibility. Clients make the decisions.
Clients have limited time; their time is valuable. It is best spent with the people and in the places they value the most. Their ability to make good decisions can have a positive impact in their life and the lives of others. I want to help clients help others and plan for the future so they can fully enjoy those around them and be engaged in the present.
Families Interested in Multi-Generational and/or Charitable Planning
“Shirt sleeves to shirt sleeves in three generations.”
How do the successful families grow positively over multiple generations? How do you help the next generation develop their own identity? Beyond your children, how do successful families also provide a meaningful legacy to their community? How do they do any of this with vision and without unnecessary amounts of complexity and costs? These are good questions.
When I help clients in this situation, one of the most important parts is often the first part: aligning your deeply held values with your most important goals. We build plans connecting those values and goals, expanding into multiple horizons. We coordinate a team and organize things. We course-correct over time. This is truly a collaborative, ongoing process.
First & Second Generation Business Owners
You built something great or made it better. You may have grown to the point where you are facing a transition period or have hit a ceiling of complexity.
Often most of your finances are tied to your business or you're constrained by time and liquidity. You may have similar questions as the multi-generational and charitable families do. Together, we strive to build strategies so you can continue to grow now or plan a transition to the next generation of leaders.
I believe I work well with the founding members and/or the "well-raised" next generation of business owners because I understand them both professionally and personally. You generally possess an entrepreneurial & service-oriented mindset. I am there myself, while I appreciate where you are going.
Professional Real Estate Developers & Investors
Similar to the business owners, your occupation or business is centered around real estate. Most of your wealth may be tied to real estate. Balancing your work life with your personal and financial life can be a challenge.
I have experience with real estate. I appreciate liquidity events; diversifying around concentrated assets, leverage, personal risk exposures, and managing multi-year personal cash flow needs during industry cycles; booms and busts.
I am not "you," but as a graduate, an active Wisconsin real estate alumni, and past faculty member of the Graaskamp Center of Real Estate at the University of Wisconsin Business School,- where I taught Public Equity, International Real Estate, and Contemporary Topics - I believe I understand your language, and can help you build a plan that honors your life.
Where?
I can generally work with clients anywhere in the United States.
Existing clients live all over the place. Most live in Wisconsin, but some have found me online, or through referrals, or have moved due to career opportunities, retirement, or life changing events. About a fifth of our clients are outside of Wisconsin, in places like Alaska, Los Angeles, San Francisco, New York, Boston, Vermont, Minnesota, Colorado, and Chicago.
My main office is located in Middleton, Wisconsin, but I have the tools and technology to work with clients in almost any part of the country. Location should not prevent us from working effectively together.
Call me directly to learn more: 608-827-6755
Disclosure: Not all services will be appropriate or necessary for all clients. The potential value and benefit of our services vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance, including performance derived from application of time-tested financial planning and investment processes, does not guarantee future results. All investing comes with risk, including risk of loss.