Wealth Management in Central Wisconsin

Wealth management guidance for individuals and families in Stevens Point and surrounding communities.

  • Investment strategy oversight
  • Tax-aware portfolio structuring
  • Long-term financial planning
Schedule a Consultation 📞 (715) 544-1610

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC-Registered Investment Adviser, doing business as Silvertree, LLC.

Wealth management planning in Central Wisconsin
🛡️ Independent. Fiduciary. Fee-Based.
📍 Located in Stevens Point, WI
📘 Wealth management guidance for Central Wisconsin

Financial Planning Built Around Your Life — Not a Product

We believe wealth management should begin with understanding your goals, risk tolerance, and long-term priorities.

🏛️

Independent Advisory Services

Silvertree provides advisory guidance through Summit Financial, LLC and focuses on long-term planning aligned with your objectives.
⚖️

Fiduciary Standard

Advisory services are provided in a fiduciary capacity, requiring your interests to come first in recommendations and planning.
👤

Personalized Approach

Planning recommendations are tailored to your circumstances, goals, and risk considerations rather than a one-size-fits-all model.

Initial Consultation

Portfolio Alignment and Risk Review

A no-obligation conversation to help evaluate your current portfolio positioning and alignment with your financial objectives.

📊Portfolio risk evaluation
🛡️Allocation review
🧾Fee awareness overview
🎯Long-term objective alignment

Request a Conversation

If you’re not ready to schedule online, you can submit your information and our office can follow up.

Prefer to schedule directly? You can book online or call the office.

Why Work With a Fiduciary Financial Advisor?

Understanding the fiduciary standard can help you make a more informed decision about who provides ongoing financial guidance.

A fiduciary is legally required to act in the client’s interest.
Fiduciary advisory relationships are designed to align recommendations with your goals and circumstances.
Understanding fees and compensation is an important part of evaluating an advisory relationship.
Planning recommendations should reflect your objectives, risk tolerance, and long-term priorities.

How It Works

01

Initial Consultation

We’ll discuss your financial goals, current portfolio, and what matters most to you.
02

Strategy Conversation

We’ll share observations and potential planning strategies based on your circumstances.
03

Ongoing Advisory Relationship

If we’re a fit, we’ll implement your plan and provide ongoing oversight and review.

📍

Proudly Serving Central Wisconsin

Our office is located in Stevens Point, and we work with individuals and families throughout Central Wisconsin, including Plover, Wisconsin Rapids, Wausau, and surrounding communities.

Frequently Asked Questions

What is a fiduciary financial advisor?
A fiduciary financial advisor is legally obligated to act in the client’s interest when providing financial advice. Advisory services offered through Summit Financial, LLC are provided in a fiduciary capacity.
How are you compensated?
We operate on a fee-based model. During your initial consultation, we’ll explain the fee structure so you can make an informed decision about working with us.
Do you work with retirees?
Yes. We work with individuals approaching retirement as well as those already in retirement. Planning can address both accumulation and distribution stages depending on your needs.
Is there an account minimum?
We’re happy to discuss your situation regardless of account size. During the initial consultation, we’ll determine whether our services are a good fit for your needs and goals.
What does your planning process involve?
Our process begins with understanding your goals, current financial picture, and planning priorities. From there, we discuss observations and potential strategies based on your circumstances.

Schedule a Consultation

Take the next step in evaluating your wealth management options. There is no cost or obligation for the initial consultation.
Schedule a Consultation 📞 (715) 544-1610

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC-Registered Investment Adviser, doing business as Silvertree, LLC.

📞 Call Schedule