Wealth management for individuals, families, trusts, foundations & endowments.
WHAT WE DO
Comprehensive wealth management for a single fee on investable assets with a focus on Investment Management, Financial Planning, and Family Wealth Transfer.
Develop a personalized investment management strategy with the proper asset allocation and product choices.
Determine risk tolerance to create a comprehensive financial and investment plan that fulfills long-term needs.
Coordinate financial and investment plan to meet currrent and future cash needs.
Review various scenarios to test the ability of the financial plan to reach long-term income requirements.
Provide an unbiased in-depth analysis of insurance needs and coverages.
Review all financial matters to minimize long-run tax liabilities.
FAMILY WEALTH TRANSFER
Closely-Held Business Issues
Integrate the business into the comprehensive financial analysis both as an asset and for possible benefits.
Optimize giving for the benefit of charities while utilizing tax advantages.
Recommend the most cost-effective and successful strategies of setting aside funds for college.
WHAT MAKES US DIFFERENT?
We are an employee-owned firm whose mission is to be fully responsible to the individuals, families, and foundations who seek our advice and use our services. Their interests are paramount.
We have a depth of talent and experience in making investment decisions over many economic cycles. We use rigorous methods for manager selection including site visits and third-party interviews.
We conduct a complete and ongoing analysis of all financial aspects (including non-investment assets) for each client, with recommendations for all areas and consultations at any time.
We charge a single fee on investable assets which is our only source of revenue. This gives us the incentive to work in the best interest of our clients to reduce investment product costs, trading fees, and taxes.
BEYOND STOCKS & BONDS
We have years of expertise in identifying and managing private investments with excellent long-term returns that are not correlated directly to the public markets.
Todd Krieg, Founder
Chairman and CEO
CFA and 25 years of investment experience
Reinhart Partners - President and CIO
US Bancorp - Lead Manager Mid Cap Growth Fund
Williams College - BA
Georgetown University - JD
Matt D'Attilio, Founder
President and CIO
CFA and 24 years of investment experience
Reinhart Partners - Portfolio Manager
US Bancorp - Co-Manager Mid Cap Growth Fund
Bowdoin College - BA
Bill Wernecke, Founder
Director, Wealth Management Services
6 years of investment experience
Reinhart Partners - Director Of Wealth Mgt Services
Cedarburg Lumber - President and CEO
Stanford University - BA
Northwestern University - MBA
Director of Pro Sports Practice
27 years of investment experience
Reinhart Partners - Dir. Of Pro Sports
US Bancorp - VP and Managing Director
Earlham College - BA
Univ. of Notre Dame - MBA
Director of Client Service
18 years of investment experience
Reinhart Partners – Director of Client Service
US Bancorp - Client Relations
Univ. of Minnesota - BA
Univ. of Wisconsin/Milwaukee - MBA
Director of Investment Research
CFA and 30 years of investment experience
Reinhart Partners - Director of Investment Research
Capital Market Consultants - Sr. Investment Analyst
Silverhawk Capital Management - Portfolio Mgr
COO and Wealth Advisor
CPA, CFP with 5 years of investment experience
BDF – Sr. Advisor
RSM McGladrey - Supervisor
Univ. of Illinois - BS
20 years of investment experience
Baird – Managing Director
Duff & Phelps / Northern Trust
Univ. of Notre Dame – BA
Northwestern University – MBA
CPA with 10 years of investment experience
Ernst & Young – Private Client Services Manager
Gary Comer Inc – Senior Accountant
Winona State University - BS
For more information, contact Bill Wernecke, Director of Wealth Management Services.