Schaper Benz & Wise Investment Council

Investment Planners is a trusted financial planning firm based in Neenah, WI, with over 29 years of experience and a commitment to building open and caring relationships with their clients. They offer comprehensive services, including tailored financial plans, portfolio management, life insurance, 401K management, estate planning, and education funds, all aimed at helping individuals and families achieve their financial and life goals. With a team of experienced professionals, including Christine A. Rondeau, a Certified Financial Planner, and Emily A. Cuadra, a Client Service Coordinator, Investment Planners is dedicated to providing sound financial advice and guidance, allowing clients to focus on living their lives while the firm handles the research and planning on their behalf.Generated from the website

North Shore Investment Advisors (NSIA), based in Neenah, WI, has been providing wealth management and financial guidance since 2002. As a registered investment advisor, NSIA focuses on delivering personalized investment strategies that adapt to ever-changing market conditions. Led by Principal John R. Olk, NSIA employs a unique approach known as "technimentals," which combines investment fundamentals with technical data. This method allows the firm to offer tailored solutions in areas such as retirement planning, IRA management, and estate planning, ensuring clients can achieve their financial goals. Generated from the website

North Star Asset Management, based in Menasha, Wisconsin, is a leading independent SEC Registered Investment Advisory firm with assets under management nearing $2 billion. Established in 1996, the firm boasts a team of 11 seasoned investment professionals, including 9 CFA Charterholders, 2 CFP professionals, and 2 CPAs, collectively offering over 200 years of combined investment experience. As fiduciaries, North Star specializes in providing personalized and independent advice to families, corporations, and endowments, offering customized investment management and retirement planning services. Their investment approach involves in-depth fundamental analysis, company visits, and communication with Wall Street analysts to construct tailored equity and fixed income portfolios for their clients.Generated from the website