Our Process

Our Process

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... no copy here ...
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Focused On Your Financial Future

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.

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Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Resources

We want our clients to be financially savvy. Browse our library to start your path to financial education.

New Retirement Contribution Limits for 2026

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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The History of Currency

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.
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Our Team

DuWayne Mews

DuWayne D. Mews

Financial Professional

715-630-0860

715-687-8609

Mark Mews

Mark J. Mews

Operations Associate

715-897-8750

715-687-8609

Wayne Hagen

Wayne Hagen

Operations Associate

715-207-7040

715-687-8609

Cory Gresham

Cory Gresham

Investment Representative

715-687-8608

715-687-8609

Beth Kraus

Beth Kraus

Administrative Secretary

715-687-8608

715-687-8609

Joyce Mews

Joyce Mews

Administrative Secretary

715-687-8608

715-687-8609

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