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Wealth Management in Dane County

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. 

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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

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Personalized Attention & Communication

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

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Prompt, Local Decision-Making

Our Wealth Management Team is headquartered in Madison, WI and dedicated to serving our clients with an exceptional level of care and convenience. 

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