Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Awards & recognition

  • StrongBridge Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Mathew Colemer, AdvisorHub Advisors to Watch (under $1Bil), 2023

Community participation

Premier Sponsor ODC Run, Walk and Roll

Neighborhood Table

The Gift of Life Scavenger Hunt

United Way of South Wood & Adams Counties

Boys & Girls Club of the Wisconsin Rapids Area

Boys & Girls Club of the Northwoods

YMCA of South Wood County

Waupaca Area Youth Hunt

Amherst High Heartland Farm Field Sponsor

Christian Life Fellowship Mission Trip Sponsor

WRYSA League Sponsor

Boy Scouts Program Sponsor

Rome Fire Department Sponsor

YMCA Blacksharks Swim Sponsor

Stevents Point Community Appreciation Event Sponsor

Our Mission

We believe financial health is health, and our guidance can help impact lives, communities, and the world for the better. Intentional and tested asset management strategies, comprehensive financial planning, and financial advice are available to all of our clients. We can help guide clients through life’s financial complexities so they can focus on what matters most to them.