Preserve the Marsh.
Protect the Family.

Helping You Create Lasting Harmony Through Intentional Financial Strategies

Our Dedicated Team

We've been helping growers and farmers secure their legacies for over twenty years. We take pride in knowing that our clients have trusted us to be their partner through everything life brings, whether it's passing the marsh down to family members or helping to scale opportunities. We're here for it all, so we want to get to know you, and we want you to know us too.

Arial view of cranberry farm

Our Alliances


Proud NYL Logo
Advanced Planning Group logo

We have chosen to partner with industry-leading companies to bring our clients the best resources and products available. Through these relationships, we have access to highly experienced and knowledgeable professionals that can support our efforts and provide cutting edge tools for our clients.

Areas of Expertise


We truly enjoy helping good people who care about their families, communities, and others live their life to the fullest and leave a legacy they can be proud of. With over two decades of experience, we know the challenges and opportunities the agriculture industry faces, and we’re here to be your partner through it all.

mountains

Our Location


304 Main Street
Black River Falls, WI 54615