Who We Serve

While we don’t set a strict minimum, we focus on families who have been intentional about saving and want guidance to protect and grow their wealth, most of our clients have at least a million dollars in their portfolio.

We don’t just manage your investments, we guide your entire retirement experience. That means income planning, taxes, healthcare, and legacy considerations all working in tandem. Our goal is simple: simplify the complex, so you can move forward with peace of mind.

We call it The Retirement Compass. We don’t do one-time plans. The Retirement Compass is an ongoing roadmap. We start by understanding your story, then create a plan tailored to your goals, and stay with you as circumstances evolve. Every step is designed to make your financial life simple and clear.

Yes. While we’re proud to serve families in Central Wisconsin, we also work with clients across multiple states. No matter where you live, our goal is the same: clarity, mutual understanding, and a secure retirement.

That’s common. Sometimes families want a second opinion or a fresh perspective. We’ll review your current plan, highlight gaps or opportunities, and help you determine the best path forward, whether that’s keeping your existing advisor or letting us step in.

We’ll start with a simple Discovery Conversation. No pressure, no jargon, no obligation. Just a genuine conversation to see if Northern Way is right for you and your family.