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YOUR OUTSOURCED FAMILY OFFICE

Wealth management for individuals, families, trusts, foundations & endowments.

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Comprehensive wealth management for a single fee on investable assets with a focus on Investment Management, Financial Planning, and Family Wealth Transfer.

asset allocation

Asset Allocation

Develop a personalized investment management strategy with the proper asset allocation and product choices.

risk assessment

Risk Assessment

Determine risk tolerance to create a comprehensive financial and investment plan that fulfills long-term needs.

liquidity needs

Liquidity Needs

Coordinate financial and investment plan to meet current and future cash needs.

retirement planning

Retirement Planning

Review various scenarios to test the ability of the financial plan to reach long-term income requirements.

Insurance Analysis

Insurance Analysis

Provide an unbiased in-depth analysis of insurance needs and coverages.

Tax Planning

Tax Planning

Review all financial matters to minimize long-run tax liabilities.

Closely-Held Business Issues

Closely-Held Business Issues

Integrate the business into the comprehensive financial analysis both as an asset and for possible benefits.

Charitable Giving

Charitable Giving

Optimize giving for the benefit of charities while utilizing tax advantages.

Education Saving

Education Saving

Recommend the most cost-effective and successful strategies of setting aside funds for college.



INDEPENDENT

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.

MARKET EXPERTISE

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.

COMPREHENSIVE

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.

ALIGNED INTERESTS

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 long-term returns that are not correlated directly to the public markets.

Click photo for full Team Member Bio

TODD KRIEG

FOUNDER AND CHIEF EXECUTIVE OFFICER

MATT D’ATTILIO

FOUNDER, PRESIDENT, AND CHIEF INVESTMENT OFFICER

KATHY WOHLT

PARTNER AND DIRECTOR OF CLIENT SERVICES

JENNY MUNTNER

PARTNER AND CLIENT SERVICE MANAGER

BILL WERNECKE

FOUNDER AND DIRECTOR OF WEALTH MANAGEMENT SERVICES

KAYLA SCHNEIDER

PARTNER, HEAD TRADER, AND WEALTH ADVISOR

JOLIE KELLER

DIRECTOR OF INVESTMENT RESEARCH

MATT HAAS

PARTNER AND WEALTH ADVISOR

JOHN T. KENNEDY III

PARTNER AND WEALTH ADVISOR

BRIAN LEADLEY

PARTNER AND WEALTH ADVISOR

ANANYA CHANDRA

WEALTH MANAGEMENT ANALYST AND TRADER

JOHN HEDRICK

INVESTMENT ANALYST

ERIC CONNER

PARTNER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

SHERI NITSCH

CLIENT SERVICE ASSOCIATE

STACY BERG

OPERATIONS AND COMPLIANCE ASSOCIATE

AL MATHEWS

PARTNER AND WEALTH ADVISOR

BROOKE NAPIWOCKI

WEALTH ADVISOR

JON BENSEMANN

INVESTMENT OPERATIONS ASSOCIATE

ROBIN HAMMETTER

OFFICE MANAGER

JULIE SCHENKEL

CLIENT SERVICE ASSOCIATE

BEAU GROSS

WEALTH MANAGEMENT ANALYST & TRADER

NILS DILLON

DIRECTOR OF RESEARCH

For more information, contact Bill Wernecke, Director of Wealth Management Services.

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1333 W. Towne Square Rd. Mequon, WI 53092
1333 W. Towne Square Rd. Mequon, WI 53092
262-478-9009