Elaine Rich, CFP®
Family Business Founder and Owner
Fiduciary and Investment Expertise
Elaine Rich has served on seven boards as President, committee chair, and treasurer. Her governance, compliance and fiduciary skills are appreciated by those organizations she serves. She has experience in managing money for individuals and corporations, including wealth advisory services, setting up and managing defined contribution plans and leading investment management strategies. She has worked with hundreds of companies and individuals and oversees $350M in assets under management.
As a co-founder and leader of a successful business for over 20 years, she has survived difficult market conditions and seen trends for her clients to maximize their wealth and financial security. She is a trusted fiduciary.
Elaine has worked with one of the largest firms in the financial services industry and started two wealth advisory businesses. She works with clients from varied
socio-economic backgrounds and amounts of wealth. Her understanding of the markets and needs of each individual or organization has been a key to her success. She is well versed in advising on client compensation structures, employee benefit plans, retirement and executive deferred compensation plans, company restricted stock and stock options, risk management, income taxation, business entity formation, financial statements, and estate planning.
Elaine’s planning advice has been featured in Family Money Magazine and Wisconsin Women Magazine, as well as on local TV stations. She has been a guest speaker on the topic of developing financial independence for UW-Madison Engineering and Personal Finance students. In Business Magazine has featured Elaine’s Executive Profile, and she appeared as their Professional of the Week.