Sand Castle Investments

Storm Fischer Investment Group, located in Brookfield, WI, is a dedicated financial advisory firm committed to helping clients achieve their financial goals through personalized retirement planning solutions. With a focus on client success and attention to detail, the firm operates independently, ensuring that its strategies are tailored exclusively to individual needs. The organization offers a variety of resources, including calculators, newsletters, and educational videos, designed to enhance financial literacy and decision-making. By prioritizing client relationships and delivering tailored financial strategies, Storm Fischer Investment Group positions itself as a trusted partner in navigating the complexities of personal finance. Generated from the website

Mason Wells is a Milwaukee-based private equity firm with a Midwest-focused approach, having raised $2.4 billion across five buyout funds over 25 years. They invest in people, partnering with founders and managers of Midwestern businesses to help them achieve financial success while preserving their company's legacy. With a track record of success, Mason Wells has made 40 platform investments since 1998, with 80% being first institutional capital. Recent success stories include strategic investments in logistics, geographic expansions in services, and growth through innovative products, showcasing their commitment to creating enduring value by prioritizing people first.Generated from the website

Our clients interests have always been our priority. We established ourselves independent of big banks and brokerage houses to provide objective, unbiased investment advice to help people meet their financial goals. We build long-term relationships and customize investment portfolios designed to minimize risk and optimize returns. Communications and education are our hallmarks. Savvy investors are our best customers.