Our Story Building Wealth With Wisdom & Purpose
Our firm was founded to move away from rigid corporate bureaucracy and institutional constraints. We wanted the absolute freedom to position client assets objectively, without product restrictions, sales quotas, or external corporate persuasion. As a fiduciary practice, we always work with your specific financial goals at the forefront of our strategy.
From our offices in Green Bay, Wisconsin, and Jacksonville, Florida, we serve an expanding nationwide community of high-net-worth individuals, families, and retirees. Many of our long-distance clients maintain their partnerships with us after relocating, while others reach our practice through trusted personal referrals.
We build customized wealth plans and investment frameworks directly alongside our clients, maintaining complete operational visibility. By pairing tactical portfolio management with transparent communication, we provide the steady, consistent stewardship required to navigate complex wealth landscapes.
Our Mission Advisors Who Treat You Like Family
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Gary Brewton, CFP®, AIFA®, QPFC
Wealth Advisor
Adam Gafner, AIFA®
Wealth Advisor
Key Financial Group
