Investment & Risk Management
We believe that no two investors are alike
Investment strategy should serve a defined purpose beyond market performance alone. Through disciplined oversight and thoughtful allocation, we align portfolios with your objectives, risk tolerance, and changing financial landscape, supporting long-term progress with measured confidence.
Meet the Team
Cole Bruner
President
Zach Kyhos, MBA
Senior Portfolio Manager
Ryan Connor
Private Wealth Advisor
Logan Woller
Private Wealth Advisor,
Retirement Plan Consultant
Kailey Berendsen
Private Wealth Advisor
Ryan Pecha
Private Wealth Advisor
Colton Kielman
Private Wealth Advisor
Reach Your Financial Goals
Whether you are interested in preserving principal, maximizing income, or portfolio growth, our professional money managers can provide a customized financial planning solution in Wausau, WI to help you achieve your long-term financial goals.
Our team of investment professionals takes a highly personalized approach in managing each client’s portfolio – spending the time to truly learn about their individual needs. As fiduciaries, we take our role and its responsibilities very seriously. Our clients have peace of mind knowing our objective is to help them make the best investing decisions, not sell them high-commission investment options.
Our complimentary, no-obligation Portfolio Analysis Review can help to uncover risk levels, measure and compare investment performance, and expose hidden fees and expenses.
We offer the following services:
- Fiduciary Financial Planning & Consulting
- Daily Account Monitoring
- Portfolio Management
- Retirement Plans for Businesses
- Second Opinion Portfolio Analysis Review