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Now Serving the Fox Cities!

Visit us at our new Appleton location:
4351 West College Ave, Suite 110
Entrance on S Nicolet Road to Lawrence Street

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Boost the value of every dollar your business earns.

See what we help business owners accomplish.

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Get an unbiased second opinion.

As an independent practice, we can provide objective advice to help mitigate taxes, costs and manage risk.

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Check the background of this firm on FINRA's BrokerCheck

As wealth grows, so does the impact of tax.

Tax plays a part in every individual aspect of your financial picture – so why is it an afterthought when it comes to your financial strategy?

Increasingly over time, tax can diminish the value of every dollar you earn, save and give away. For this reason, our focus is to integrate tax strategy not only into your investment plan, but into all aspects of your wealth.

The intended results

  • Enhance the value of your investments while managing risk
  • Preserve more of your wealth through transitions and through retirement
  • Optimize your cash flow for each life stage

Be an informed investor.

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10 Advantages of a Tax-Efficient Wealth Plan

If the value of a dollar can be cut in half by tax, the value of a wholly tax-efficient investment and wealth plan can be remarkably high. This is the opportunity we create for our clients.

William Bowman, CPA
President, Wealth Manager

Who sees the most benefit?

Those who see the most value from a tax-oriented comprehensive plan include:

How can you potentially earn more while managing risk? We’ll show you where the inefficiencies are in your portfolio.

Questions We Often Hear

Couldn’t find your answer? Send us your question and we’ll reply within a day.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Wealth Transfer – Is Your Family Ready?

Wealth Transfer – Is Your Family Ready? We are amid one of the largest wealth transfers in generations. It is important to have your estate […]

Why You Should Get Financial Planning for Your Business

We understand that the process of financial planning for your business is never an easy one. It involves many complicated factors such as estimating required […]

The Social Security Administration Announces 2022 COLA

5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive […]

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