Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

mountain climbers

Neil Conway

Senior Vice President–Wealth Management

Financial Advisor

It’s the important things—our families, our values,
the impact we have on others—that connect us.
And although making sense of it all can be hard,
asking the right questions can make things clearer.
So when I talk to you about wealth management,
I want to learn about those life questions that are
on your mind. “Should I start my own business?
Is it better to leave my kids everything? Or
nothing? How do I set up a charitable fund? Will
my family be ok when I’m gone?”Together, I know we can find the
answers.

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17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0837

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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