Private Client Group
A high net worth financial advisor who speaks manufacturing
Your compensation, company equity, tax exposure, and retirement timing affect one another. We coordinate the full picture with the manufacturing fluency to understand what is happening behind the numbers.
The situation
Your personal plan has started to look like a plant schedule
Restricted shares vest on one calendar. Deferred compensation follows another. The company stock that built your balance sheet may also be your largest source of concentration. Add changing tax exposure, insurance decisions, and a retirement date tied to leadership succession, and separate advice stops being enough.
High net worth wealth management should connect those decisions. We build one working view, assign responsibilities across the advisor group, and keep the plan moving when your attention belongs on the plant floor.
The value is in the sequence. A stock decision can change the tax discussion. The tax discussion can affect a charitable plan or the timing of a distribution. That distribution can shape retirement cash flow and the amount of liquidity held outside the company. We make those connections visible before an isolated choice creates work somewhere else.
One company carries too much weight
Your salary, incentives, deferred compensation, and equity can all depend on the same employer. We help you see that concentration clearly and evaluate staged decisions around it.
The tax problem resets every year
Equity events, bonus timing, charitable plans, and retirement distributions can collide. A calendar built before year end gives your CPA time to assess the available choices.
Your advisors work in separate lanes
Your CPA knows the filings. Your attorney knows the documents. Your insurance specialist knows the policies. We coordinate the group, document next actions, and include that coordination without a separate bill.
Retirement changes more than a paycheck
Leaving plant leadership can change equity access, insurance coverage, cash flow, and your role in the company. We model the sequence before a date becomes a deadline.
What we do
High net worth wealth management built around how you are paid and what you own
We start with the decisions already on your desk, then connect investments, tax work, estate basics, insurance, and retirement timing into one coordinated plan.
A useful plan is more than a set of separate recommendations. It shows the order of operations, the professional responsible for each item, the records still needed, and the date when a choice has to be revisited. You can see what is active now and what can wait until the next planning cycle.
Tax-aware decision planning
We organize upcoming compensation, equity, charitable, and distribution events so your CPA can evaluate them together rather than after the filing year closes.
Concentrated stock and equity compensation
We map vesting, exercise windows, holding exposure, and liquidity needs. The work supports deliberate choices without pretending concentration can be solved by one transaction.
Executive retirement transition
We connect deferred compensation, company plans, personal accounts, insurance, and the timing of your last working year into a practical transition sequence.
Insurance and asset protection review
We review policy purpose, ownership, beneficiaries, and coverage gaps with the appropriate specialists, then relate those findings to the rest of the plan.
CPA and attorney coordination
We work beside the professionals you already trust. If a specialty is missing, Summit Financial expands the available tax, legal, estate, investment, and insurance bench.
Estate planning foundations
We help identify ownership, beneficiary, titling, liquidity, and document questions for your estate attorney, then track the decisions through completion.
Put the next decisions on one page
Start with a short conversation about compensation, concentration, and the advisor coordination you need now.
Why Silvertree
A financial advisor for business owners and executives who understands the operating context
Manufacturing decisions have cadence. A capital equipment cycle, customer concentration, working ownership, and a leadership transition can all shape your personal choices. We speak that language, explain the financial work plainly, and keep the right professionals in the room.
Our role is to hold the full agenda and keep dependencies from disappearing between meetings. We prepare the right questions before a CPA or attorney call, capture decisions afterward, and update the working plan when a vesting date, company policy, family priority, or retirement target changes.
Hours, not days
You should not wait a week while a decision window closes. During normal business hours, an advisor responds in hours and identifies what needs attention first.
Coordination is included
Calls, meeting preparation, follow-up notes, and task tracking across the professional group are part of our work, without a separate coordination charge.
Your existing advisors can stay
We do not demand a clean slate. We work with your CPA and attorney, clarify responsibilities, and fill a gap only when the plan calls for it.
Plain language, wider bench
We explain the tradeoffs without jargon. Through Summit Financial, we can coordinate access to advanced tax, legal, estate, investment, and insurance resources.
How it works
A clear start, then disciplined follow-through
- 1
A casual conversation
We spend 10 to 15 minutes learning what prompted the call and whether our Private Client Group fits the work.
- 2
A discovery meeting
We examine your compensation, holdings, tax concerns, family priorities, current advisors, and retirement timing in greater detail.
- 3
A customized strategy
We organize the issues, identify dependencies, set the sequence, and show where your CPA, attorney, or another specialist contributes.
- 4
Onboarding and coordination
With your approval, we establish the working plan, gather the right records, and begin scheduled communication across the team.
Begin with the issue that is already pressing
You do not need a polished binder before the first call. Bring the decision, deadline, or coordination problem you are facing.
The Private Client Group
People who keep the work moving
Jason Glisczynski leads the Private Client Group. Jonathan Steffen brings planning structure, and Adam Ranum helps turn decisions into steady advisor follow-through.
Each planning cycle ends with clear owners, dates, and next actions. That discipline matters when the advisory work has to fit around production meetings, travel, quarter close, and decisions that cannot be postponed until a quiet week.
Jason Glisczynski, CFP, CPWA, CEPA
Co-Founder and Managing Partner, Silvertree Private Client Group
Jason leads the Private Client Group and brings exit planning training to conversations where executive holdings and company succession overlap.
Jonathan Steffen
Co-Founder and Lead Financial Planner
Jonathan develops planning structure around the goals, accounts, and decisions that need to work together over time.
Adam Ranum
Private Wealth Advisor
Adam supports ongoing advice and communication, helping keep current decisions tied to the broader plan.
Local and national
High net worth financial planning in Wisconsin, with reach beyond Wisconsin
Silvertree is headquartered at 2715 Post Rd Suite A in Stevens Point, close to the manufacturers, suppliers, and skilled teams that shape central Wisconsin. Our national footprint supports executives and owners wherever the company, facility, or next role takes them.
National reach does not turn the work generic. We keep the manufacturing context at the center while coordinating with the professionals, company plans, and legal documents already tied to your location.
Grounded in Stevens Point
Our location keeps us close to the culture of manufacturing. Shift schedules, equipment runs, ownership concentration, and plant leadership are operating facts here, not illustrations pulled from a textbook.
Available across the country
Virtual meetings and coordinated document review let us work with your professional group across locations. If your focus has shifted from executive compensation to a company transaction and the generations after it, read about our ultra high net worth wealth management for manufacturing families.
Questions from executives and owners
High net worth wealth management FAQ
What does a high net worth financial advisor do for a manufacturing executive?
A high net worth financial advisor connects compensation, equity, investment accounts, tax planning, insurance, estate basics, and retirement timing. For a manufacturing executive, the work should also account for concentrated company exposure, plant leadership demands, capital cycles, and the timing of a leadership transition.
How can Silvertree help with concentrated company stock?
We map the size and sources of the concentration, vesting and exercise dates, tax considerations, liquidity needs, and the other assets supporting your plan. We then coordinate with your tax professional to evaluate staged choices and the tradeoffs attached to each one.
Do I need to replace my CPA or attorney to work with Silvertree?
No. We are built to work alongside the professionals you already trust. We clarify who owns each task, prepare for joint discussions, share follow-up items with your permission, and bring in an additional specialist only when a gap needs to be filled.
What is included in high net worth wealth management?
The scope can include investment guidance, tax-aware planning, equity compensation, retirement cash flow, insurance review, asset protection discussions, estate planning coordination, charitable planning, and communication across your professional group. The exact work is tailored to your facts and priorities.
Can you advise on deferred compensation and equity awards?
Yes. We help organize plan rules, vesting or exercise dates, distribution choices, company concentration, and retirement timing. We coordinate tax questions with your CPA and connect the decisions to your wider investment, insurance, and estate planning work.
Can a financial advisor for business owners help with insurance and asset protection?
Yes. We can review policy purpose, ownership, beneficiaries, coverage gaps, and how a policy relates to the business and personal plan. Legal and insurance specialists address the work within their disciplines, while Silvertree coordinates the decisions with the rest of the advisor group.
Do you provide high net worth financial planning in Wisconsin outside Stevens Point?
Yes. Silvertree is headquartered in Stevens Point and works with clients across Wisconsin and nationally. Virtual meetings, coordinated records, and scheduled advisor communication support the same planning process when you are not near the office.
Can I work virtually with a fiduciary financial advisor in Stevens Point?
Yes. Our team can hold discovery, planning, and review meetings virtually. We also coordinate with CPAs, attorneys, insurance specialists, and investment professionals in other cities, subject to the needs of the engagement and applicable requirements.
What happens during the first conversation with Silvertree?
The first conversation is casual and usually lasts 10 to 15 minutes. We learn what prompted you to reach out, identify the most immediate concern, explain how the Private Client Group works, and decide together whether a discovery meeting makes sense.
Give every advisor the same operating plan
Start with a 10 to 15 minute conversation about the compensation, concentration, tax, or retirement decision that needs attention.