Connecting
People
Promoting
Business
Since 1927

Experienced Wealth Management

  • Investment Services
  • Wealth Management / Trust Services
  • Financial Consulting
1500 N Casaloma Drive
Ste 310
Appleton, WI 54913
(920) 739-4966
  • Whom to Contact

    • Patrick Minskey MBA, CFP, AAMS
      Private Wealth Manager
      1500 N Casaloma Drive
      Ste 310
      Appleton, WI 54913
      Phone: (920) 739-4966
      Fax: (920) 739-4981

    Upcoming Events
    • Mar 03 : Annual Awards Dinner [details...]
    • Jan 28 : Community Engagement Roundtable - Girl Scouts [details...]
    • Jan 29 : Grand Opening/Ribbon Cutting - 9Round [details...]
    • Jan 28 : Grand Opening/Ribbon Cutting - Rico's Mexican Fusion [details...]
    Full Calendar