National Brand Horsepower, Hometown Feel™
We make it simple and make it easy.
We are a private wealth management firm serving business owners, executives, and workers in manufacturing within a VFO (Virtual Family Office) framework.
We provide a wide range of services beyond investments within a Virtual Family Office framework.
Advanced Planning means making smart decisions with money, mitigating taxes, taking care of your heirs (legacy), protecting assets from being unjustly taken, and maximizing the impact of charitable giving.
As seen on
Our Wealth Management Process
Wealth Enhancement.
Strategizing to enhance your wealth whenever possible including mitigating taxes.
Wealth Transfer.
Planning for and providing all necessary tools to efficiently transfer wealth to others.
Wealth Protection.
Defending wealth from being unjustly taken through litigation, divorce, or uncovered risks.
Charitable Giving.
Maximizing the impact of donations to the people and organizations you care about.
Meet our team
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![Jason Glisczynski]()
Jason Glisczynski, CPWA®, CFP®, CAS®
Certified Private Wealth Advisor® Professional
CERTIFIED FINANCIAL PLANNER™ Professional
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![Jonathan Steffen]()
Jonathan Steffen
Investment Advisor Representative
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![Noelle McGinnis]()
Noelle McGinnis
Client Advocate
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![Tammy Check]()
Tammy Check
Client Advocate
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![Elena Schneiderman]()
Elena Schneiderman
Client Advocate
Proud member of
We don’t try to compete on products, pricing, or performance. There will always be shiny new products, cheaper isn’t always better, and all investment strategies go through periods of good and bad performance. Success is found through planning, not good returns, cheap investments, or fancy investment schemes.