Your Goals + Our Expertise

Whether you want to create a comprehensive financial plan, ensure a steady income during retirement or leave a financial legacy for future generations, our Wealth Management Team is the answer. 

People silhouette icon

Experienced & Accredited Staff

With us, you'll have access to our dedicated team of trust officers, portfolio managers and in-house financial planners. Meet Our Team. 

Speech bubble dialogue icon

Personalized Attention & Communication

Everything we do is built on strong, lasting personal relationships and understanding the unique needs, circumstances and dreams of every client. 

Thumbs up icon

Prompt, Local Decision-Making

Headquartered in Madison, WI and dedicated to serving our clients with an exceptional level of care and convenience. 

Meet Our Team | Wealth Matters Insights Newsletter | Latest Statement Commentary
Financial Advice From People You Can Trust | The Power To Plan Bigger | Choosing the Right Trustee

"The reason you have a financial advisor or work with a trust department is for them to make the decisions that are difficult for an individual to make. We rely on them to guide us and make those kinds of decisions."

Wealth is more than a numbe