Beyond Wealth. Your Legacy.
Wealth management for affluent families is a collaborative effort by a team of professionals. We act as your "family office" – coordinating with legal, insurance, estate, business, and tax specialists to help align interests, smooth transitions, and execute a plan for your lasting legacy.
Our Story“Someone is sitting in the shade today because someone planted a tree a long time ago.”
When it comes to managing wealth, affluent families, entrepreneurs, and business executives have complex needs. The question often arises: Which wealth management practice has the right match of resources, experience, and services to help meet our personal and investment needs?
Custom Solutions for a Complex Financial World
Your family's wealth plan should be tailored to fit your unique circumstances. We take great care in considering your values, interests, and special characteristics in building a plan to help preserve and grow your wealth for generations to come. With years of experience in managing substantial wealth, we see ourselves as a family office team that brings institutional experience, financial knowledge, and dedicated client service to the table. We offer sophisticated investment management, financial counsel, and family governance strategies that work to facilitate family engagement and education. Our focus is on being true stewards of your wealth and working with your best interests in mind.
Acting as your centralized office, we strive to work seamlessly with knowledgeable specialists as needed to help ensure your interests are aligned, transitions are smooth, and your lasting legacy is executed as per your expectations.
Forbes
Best-In-State Wealth Management Teams
2025, 2024, 2023
Legacy Wealth Management
Best-In-State Wealth Advisors
2023, 2022, 2020
Ken Fruehauf, Partner and Tom Buhl, Partner
2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). View Award Disclosures
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View Award Disclosures
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). View Award Disclosures
More Accolades & Credentials