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Interested in working together?
Interested in working together?
Find a time to connect with Sophie
Find a time to connect with Sophie
About Sophie:
Chief Wealth Officer and CERTIFIED FINANCIAL PLANNER Professional (CFP®), your first point of contact for exploring our services
Works in close partnership with our investment team to provide comprehensive wealth management guidance
Dedicated to empowering clients through financial education, making complex decisions approachable
Why Schedule a Discovery Meeting:
Experience our team-based approach to comprehensive wealth management
Discover if we're the right long-term fit for your financial journey
Learn about our thoughtful approach to planning and investing
This meeting is designed for:
Individuals and families seeking comprehensive financial guidance
Professionals seeking partnership opportunities
Those who value education and transparency in wealth management
More information
More information
Operations Branch
Operations Branch
Advisors
Advisors
Our advisors have home bases in Milwaukee, but meet with clients all over the U.S. through Zoom or in-person with prescheduled travel.
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