Wealth Management, Trust Administration, and 401k Plans for Employers in Eau Claire

For more than 100 years, we have provided comprehensive trust & estate services, wealth management, financial planning, investment management and more to clients.

Our skilled and credentialed team draws on their years of experience in the industry to develop tailored solutions for your family’s needs and goals. Because we are independent fiduciaries, we always give advice in the best interests of you and your family.

We listen to research, we listen to the markets, and most importantly, we listen to you. We skip canned lectures and industry lingo. We prefer our meetings to be conversations among long-time friends. When you reach out with a question, we provide a timely response because we know how important peace of mind is to our clients.

We are passionate about educating our clients so that you fully understand your options and can make the best decisions for your financial future. Your success is at the heart of everything we do. We believe that by doing what is best for you, we will be doing what is best for our company.