Wealth Management & Retirement Income Planning in Prescott, WI

At our firm, we help Minnesotans & Wisconsinites grow, protect, and use their money wisely-whether they're just getting started, preparing for retirement, or already enjoying it. From long-term financial planning to steady retirement income strategies, we're here with clear, independent advice that puts your interests first.

Small Firm Attention.

Big Firm Results.

Wealth Building

In Prescott, WI, we help individuals and families grow wealth with intention-through smart budgeting, steady savings, and personalized financial strategies. Whether you're starting your first plan or refining your current approach, we'll help you take the next step.

Investment Management

We provide personalized investment management to Prescott residents who want confidence and clarity about where their money is going. Our strategies are long-term, diversified, and designed to weather market shifts while pursuing your goals.

Retirement Income Planning

Prescott residents rely on us to help create sustainable retirement income plans. We'll help you turn your nest egg into predictable income-accounting for taxes, inflation, and long-term needs along the way.

Social Security & Medicare Workshops

Prescott residents can join us for local retirement workshops covering Social Security and Medicare. Whether you're new to the topic or preparing to enroll, our events provide practical guidance without the jargon.

Build a Future with Confidence

Your financial success is our priority. Through personalized planning and expert investment strategies, we help you secure a lasting legacy.

Retirement Planning & Income

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The Guetz Difference

Local Focus

Prescott sits at the confluence of the St. Croix and Mississippi Rivers, and our financial strategies are shaped by the lifestyle and needs of this scenic Wisconsin town. We help locals manage income and plan for the future with confidence.

Personalized Planning

No two lives-or financial plans-are exactly alike. We take time to learn your priorities, your timeline, and what matters most to you. Then we build a strategy around those goals-not a product or preset model. You get clear guidance, flexible options, and a plan that fits your life.

Fiduciary Guidance

As independent advisors, we put your interests first-always. We don't push preset portfolios or products with strings attached. Instead, we offer straightforward advice, personalized strategies, and a planning process that puts your goals and your family's future at the center of every decision.

Client Portal Access

Our secure client portal gives you 24/7 access to your financial picture. You can track your progress, view all your accounts in one place, and stay in touch with your advisor between meetings—whether you’re at home or on the go.

Let's Talk

Whether you're planning your future or adjusting to retirement, we'd love to help. Reach out today to schedule a free, no-obligation meeting-online or in person.

Contact Us

Office Location:

 1447 Hay Creek Valley Road, Red Wing, Minnesota 55066, United States

We serve clients throughout Minnesota and welcome both in-office and virtual appointments.

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