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We Partner alongside our clients in a variety of different ways. Best of all, our clients decide the level of service they need. We provide holistic Wealth Management which includes and start with Financial Planning. Topics inlcude: Investment Management Education Planning Risk Management Debt Repayment Insurance needs Income Tax Planning & Preparation Estate Planning
The First National Bank of River Falls is a River Falls, WI-based company in the Financial Services sector.
Mound City Financial Services is a Platteville, WI-based company in the Financial Services sector.
First Freedom is not just another bank; they`re your neighbors. When you need answers, you get answers from someone right here in Wilson County, who shares your hometown values. They are committed to a level of service that you just won`t find anywhere else.
Lexington Partners is a leading manager of secondary private equity, co-investment, and primary funds, established in 1994 and based in New York. With additional offices in cities like Boston, London, and Hong Kong, the firm operates globally across four continents. Lexington has pioneered the institutional secondary market and co-investment programs, managing approximately $76-77 billion in total capitalization. The firm focuses on three core investment strategies: secondaries, co-investments, and primaries. In secondaries, Lexington acquires global private equity interests through negotiated transactions, targeting various partnership portfolios. Its co-investment program builds diversified equity portfolios alongside top private equity sponsors. In primaries, Lexington commits to new funds to enhance sponsor relationships and generate deal flow. With a strong emphasis on partnership culture and extensive sourcing networks, Lexington has invested in portfolios from over 900 general partners and executed significant transactions across the U.S., Europe, and Asia.