Wealth Management Services in Green Bay, WI

Connect Your Money With Your Life

From our office in Green Bay, our team proudly serves individuals, families, and business owners throughout the community and beyond. We are committed to helping you align your financial plan with your goals—no matter where you are in life.

As a fully integrated Carson Wealth office, we pair our strong local relationships with the resources and capabilities of a national firm—enhancing the way we serve you today and into the future.

We take a personalized, comprehensive approach to wealth management, offering services including investment management, financial planning, retirement planning, tax planning, estate planning, and business planning.

Let us support you every step of the way.

OUR FOCUS IS TO CONNECT YOUR MONEY WITH YOUR life.

Wealth Management

Financial Planning

Investment Management

Resources

Investment Process: The Importance of Process in Your Investment Strategy
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
Cross-Generational Planning: Connecting with your Millennial Children

HOW FAR ARE YOU

From Being Ready for Retirement?

Our Advisors

Eric Heus

RICP®
Managing Partner, Wealth Advisor

Brent Polzin

ChFC®, CRPC®
Managing Partner, Wealth Advisor

Cheryl Moss

CPA, CFP®, AEP®, RICP®
Sr. Wealth Advisor

Erin Johnson

ChFC®, RICP®, EA
Wealth Advisor

Larry Rose

CPA, PFS™
Sr. Wealth Advisor