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... because retirement is a process, not an event

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our People

Years of experience have prepared us to guide you through your life transitions.

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Silvertree, LLC. provides panoramic finanicial planning to people who value time, in an easy to understand environment, with a genuine voice. Helping them feel relieved and reassured about their financial future through a process called the Pathfinder FORMula®.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."


2715 Post Road, Suite A
Stevens Point, WI 54481

Phone: (715) 544-1610
Fax: (715) 997-9435