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Green Bay, Wisconsin Area

Serving clients throughout the Green Bay area and surrounding Northeast Wisconsin communities, including De Pere, Ashwaubenon, Bellevue, Howard, and Suamico.

Green Bay office

Serving the Green Bay area
Phone: 920.858.0139

Green Bay

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Green Bay-area clients bring retirement, investments, taxes, estate planning, business needs, and workplace benefits together through one relationship, supported by the resources of our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Green Bay

Financial advisors serving the Green Bay area

Whether you’re in Green Bay or one of the surrounding communities across Brown County and Northeast Wisconsin, our team is here to help you bring the different parts of your financial life together. We take the time to understand what you’re working toward and provide guidance that reflects your priorities for today and tomorrow. Meet with us in person, virtually via Zoom, or through another convenient arrangement that works for you.

Richard J. Hageman, CFP®, CFA®
Richard J. Hageman, CFP®, CFA®

Senior Wealth Advisor
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