Our team of fee-only fiduciary advisors and family office staff is here to help empower you in taking control of your family wealth and financial future.

As stewards of your trust and family wealth, our team works together to provide you with unbiased investment advice when recommending globally diversified investments.

We remain focused on providing our clients with low cost and tax efficient investments that seek better long-term, risk-adjusted portfolio returns.

Wealth Management Team

Investment Management Team

Prateek Mehrotra, MBA, CFA, CAIA®
Chief Investment Officer
**Investopedia Top 100 Advisor**

Tim Landolt, MBA
Director of Institutional Services

Family Office Team

Heidi Buhler
Wealth Administrator

Susan Michalewski
Family Office Services Specialist

Elaine Pietsch
Family Office Services Specialist


An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.

Our Office Locations - Serving Clients in 14 States


American National Bank Bld.
2200 N. Richmond Street,
Ste. 200, Appleton, WI 54911
Ph. (920) 785-6010
Fax (920) 227-0521


Regus Complex
11414 W Park Place Suite 202,
Milwaukee, WI 53224
Ph. (414) 716-6343
Fax: (920) 227-0521


360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave
Suite 3100 Chicago, IL 60611
Ph. (312) 373-3850
Fax: (920) 227-0521

Turn your personal success and dreams into a life aligned with your goals, filled with direction, purpose, happiness and confidence!