When you keep more of what you earn, you can do more for your family.

Every dollar counts when you’re planning for you and your family’s future. That’s why we combine tax strategy and family wealth planning, focusing on what you need for your lifestyle, what you aspire to for your family, and what you envision for your legacy.

AEGIS Discovery Guide

Our comprehensive discovery exercises help to uncover crucial priorities that are often overlooked in the planning process – such as personal values and the legacy you envision for future generations.

Could a tax-efficient approach better serve your family’s priorities?


Check out our Quarterly Advice4Life Blog where we give you insights and case studies of how we’ve helped people just like you.

Many of our clients have grown children, grandchildren, or aging parents to consider. We provide not only a comprehensive wealth process but also conveniences like coordinating with your professional partners and proactively identifying opportunities to save on tax.

William Bowman, CPA

President, Wealth Manager

Contact Us

We’re happy to speak to you personally about your unique situation.

Oshkosh Office

530 N Koeller Street, Oshkosh, WI 54902

(920) 233-4650


Appleton Office

4351 West College Ave, Suite 110, Appleton, WI 54914

(920) 735-9800


Milwaukee Office

11414 W Park Place, Suite 202, Milwaukee, WI 53224

(262) 253-1695


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