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Personalized & Simplified Finance

We joyfully serve our clients by delivering trusted advice, accessible education, and personalized services that support individuals, families, and local businesses through every financial challenge.

Who We Are

Beauty Beyond Our Shores

We believe in celebrating the people, creativity and connections that make our community such a special place to call home! The Chetek Public Arts League sponsors Beauty Beyond Our Shores art competition each summer. We have the honor of once again hosting local artist Melissa Owens. Stop by our office before August 14 to check out (and vote for) her captivating art, Argus the Peacock.

Learn more about Melissa's art

High Quality Financial Guidance with Small Town Friendliness

Located in beautiful downtown Chetek. Come see us today!

Jennifer Schmidt

Financial Advisor
(715)265-2209
jschmidt@osaicwealth.com

Contact Us

We'd love to learn more about you and your financial goals

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Who We Serve

Helping investors from every background

Retirement

Get a plan, and stick to it

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Small Business Owners

Employer & employee retirement options

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Families

Make your money work for you

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Women

Understanding your unique needs

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As Simple As 1, 2, 3

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

STEP

1

Let’s get to know each other

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Let’s make a plan

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Let’s stick to the plan

Life is always changing, and so are you. We’ll be by your side through every twist and turn.