We offer a unique team approach that helps busy individuals and businesses simplify the complex wealth management issues of Retirement, Investment, Tax, and Financial Planning services. We're committed to helping our clients in Wausau, WI, and beyond, reach their long-term financial dreams by offering full-service resources all within our office.


Gregory Brown, CFP®, LUTCF

Financial Advisor

715-842-7100 ext. 1

Zachary Martin, CPA, CFP®

Financial Advisor

715-842-7100 ext. 4

2405 Schofield Ave., Suite 240 

Weston, WI 54476

866-680-2232 Toll Free