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Realize your financial goals

We build the right path to help you throughout the life stages of your company.


$12 Billion

Assets under administration


WI Owned

Wisconsin's largest family-owned financial services company


30+ Locations

Locations in Wisconsin and Minnesota

Commercial Insights

hands at computer showing market performance

Define Expensive

Investment Commentary

Last week, Giannis Antetokounmpo signed a $256 million five-year deal with the Milwaukee Bucks. The largest deal in NBA history and a big payday for the two-time NBA MVP. Of course Bucks fans are happy, the ownership is happy and Giannis appears to be happy. The question one must ask—the one that’s always asked when a new all-time high is reached— is “is this too much?”

READ MORE about our latest investment commentary.