Through the past months, we’ve noticed a growing influence of national firms setting up local offices and offering their brand of wealth management.
You’ll hear them tout the word “team,” but for those advisers, “team” means people far removed from the Wisconsin office. Sometimes, you end up being an account number in a distant state instead of a real person.
We’ve spread our offices around the state, but you can trust that when we offer the guidance of our estate planning, tax planning, or financial planning team, we’re referring to folks who live right here in Wisconsin.
