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Since 1927

Experienced Wealth Management

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

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

    Upcoming Events
    • Mar 26 : Community Engagement Roundtable: Volunteer Fox Cities Organization [details...]
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