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  • Happy #MakingLifeBeautiful day!

    I don’t think you have to look far to see people Making Life Beautiful every day. There’s the crossing guard who shows up promptly every sometimes sunny, often windy, occasionally downright grisly day to guide little people across busy streets. They are an oasis of calm in their frenzied world. Reliability makes life b… | Read More »

  • Sandy Shultz named to the LPL Ambassador Council

    Sandy Shultz from Winch Financial, based in Appleton, Wisconsin, announces that she has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Sandy is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide for one of three councils designated by… | Read More »

  • Berkshire Hathaway Shareholders Meeting lived up to its hype

    Last weekend, we had the opportunity to attend the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska.   “Woodstock for Capitalists” is a bucket list item for many investors and we finally crossed this epic event off our lists. For as long as we can remember, our Investment Team has discussed traveling t… | Read More »


We teach financial education classes at the University of Wisconsin - Oshkosh at Fox Cities and host free workshops periodically. If you'd like to attend a seminar, or host a financial workshop, please contact us.

To attend one of our spring class selections, which we are hosting both virtually and in person for your safety and convenience, please click on the link below:

Financial Education Classes

Active Management to Achieve Clear Goals

We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.

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