Silvertree Private Client Group – Built for a select few

You’ve taken the risks most won’t.
What if you’ve outgrown “standard” financial advice?

Schedule a Call with Jason

Complete the contact form and Jason Glisczynski, CFP®, CPWA®, CEPA® and his team will promptly contact you.
Silvertree Private Client Group offers the following services

  • Tax Planning and Optimization
  • Personal Investment Management
  • Wealth and Estate Planning
  • Lifestyle management Services
  • Philanthropy Guidance
  • Family Governance and Education
  • Family Office Services
  • Personalized Lending
  • Business succession and Liquidity Event management
  • Tax planning specific to entrepreneurs and business sale events
  • Investment management for liquidity events
  • Asset Protection

All in a high touch, prompt service, coordinated business model.
Gone are the days of chasing down multiple professionals, we do the leg work for you in collaboration with your existing advisors.

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Jason Glisczynski

Jason Glisczynski, CFP®, CPWA®, CEPA®

Founder | Managing Partner – Silvertree Private Client Group
I help high-income families and successful business owners make smart decisions with their money, reduce unnecessary taxes, and leave a legacy that’s organized, protected, and meaningful.
For over two decades, I’ve worked alongside manufacturers, entrepreneurs, and families navigating wealth’s complexities. I founded Silvertree Private Client Group to offer something rare in our industry: truly personalized, protective, tax-efficient strategies delivered by advisors who listen first, act second, and always prioritize what’s right for the client—not what’s easy or typical.
A Purpose-Driven Approach to Wealth
I didn’t grow up knowing this world. I served in the U.S. Air Force and had a 10 year stint in retail before building my career by solving real-world financial problems I saw my family and community face—confusion, overwhelm, and lack of tailored guidance. I believe no one, regardless of wealth, should be left navigating taxes, investments, and estate planning on their own. That’s why education, straightforwardness, and clarity are the foundation of everything we do at Silvertree

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Professional Expertise
I’m a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), a Certified Private Wealth Advisor® (CPWA®), and a Certified Exit Planning Advisor® (CEPA®). I’ve advised clients through complex transitions—business exits, sudden liquidity events, and multigenerational planning needs—always with a sharp eye on tax impact and long-term security.
I’m also the author of the international bestseller Planning with Purpose: Solving Your Unique Retirement Puzzle, and a frequent speaker for CPAs, business groups, and financial education forums across the Midwest.
Deep Roots in Manufacturing & Community
At Silvertree, we champion manufacturing families—the backbone of our regional economy. Whether you’re a plant manager, engineer, or owner, I understand the challenges you face because I’ve helped hundreds just like you prepare, protect, and grow what they’ve worked hard to build.
I’m an active member of CWIMA (Central Wisconsin Manufacturing Alliance), WMC (Wisconsin Manufacturing and Commerce), and the Portage County Business Council, and a proud supporter of Wisconsin’s manufacturing future. I also teach continuing education for CPAs through WICPA (Wisconsin Institute of Certified Public Accountants), supporting fellow professionals in serving clients with excellence, and an AICPA (American Institute of Certified Public Accountants) candidate.
At Home in Central Wisconsin
My wife Clair and I enjoy fishing, hiking, and working our land in Linwood. Together we support causes that strengthen our community—including the Boys and Girls Club, the Alzheimer’s Association, and the Central Wisconsin Symphony Orchestra.
Ready to get clarity and control over your financial future?
Let’s have a conversation—confidential, pressure-free, and focused entirely on you.
Consult With Jason

Second Opinion

Unbiased analysis of investments, financial plan, estate plan, and tax plan.

Advanced Financial Planning

– Personalized planning for retirement, education funding, cash flow, charitable giving, and insurance.
– Powered by Right Capital for real-time plan tracking and collaboration.
– Secure online portal ensures clarity and control at every life stage.

In House Expert Guidance

Supported by Summit Financial’s elite team, we give our clients access to expertise in every area of wealth management- tax planning, financial & retirement planning, estate planning, and alternative investments with no surprise fees.

Our Standards

Prompt Service & Accessibility

Talk to an advisor in hours, not days or weeks.

Outcomes Over Sales

We have a true desire to present clients with options that best align with their wealth preservation and goals regardless of the compensation associated with their choice.

Collaborative, Gap-Filling Guidance without Industry Jargon

We work seamlessly with clients’ existing advisors, filing any gaps and offering additional insights from our robust team of tax, legal, investment, and insurance professionals.

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