We are a forward-thinking, multi-generational wealth management practice delivering meaningful guidance and an elevated standard of care to a select group of individuals, families, and businesses, both locally and throughout the country.
Our mission is to become our clients’ most trusted advocate by leveraging our experience, resources, and our commitment to exceed expectations as we help them define and pursue what matters most to them.




Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and are selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see Stifel.info/award-disclosures.
*At the time of the award, the team was named Schluckebier Hood Wealth Management Group.
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