Our Process

Our Process

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... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
<span><b>Focused On Your Financial Future</b></span>

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.

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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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

Cory Gresham

Cory Gresham

Investment Representative

715-687-8608

715-687-8609

DuWayne Mews

DuWayne D. Mews

Financial Professional

715-630-0860

715-687-8609

Joyce Mews

Joyce Mews

Administrative Secretary

715-687-8608

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

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