A firm that knows where you built it
We have advised regional families and business owners here for decades. We understand the tax environment, the succession questions, and what a sound plan looks like in this part of Wisconsin.
Janessa Price®️
President / Wealth Manager
Janessa partners with high-net-worth individuals, business owners, executives, women, and pre-retirees to help them make confident, informed decisions about their wealth — today and for future generations. With nearly two decades of experience in the financial industry, she specialize in retirement income planning, tax-efficient strategies, wealth preservation, and legacy planning.
As a Retirement Income Certified Professional® (RICP®), she helps clients navigate important financial transitions including retirement, liquidity events, business succession, and generational wealth transfer. Her approach is personalized, relationship-driven, and grounded in fiduciary guidance — helping clients protect, grow, and transfer wealth with clarity and confidence.
Long-term Advisors: With 20% of Financial advisors retiring in five years, are you prepared for the transistion?
Your interest is the only standard we answer to
We operate as registered fiduciaries. That means we are legally obligated to put your interests first — not our firm's revenue, not a product manufacturer's incentive. Our fee structure is disclosed clearly and upfront.
We do not earn commissions on the products we recommend. Clarity about how we are paid is not a courtesy — it is the foundation of the relationship.
Ready to talk plainly about your plan?
A first conversation costs nothing and commits you to nothing. We will tell you clearly whether we are the right fit — and if we are not, we will say that too.