HELPING YOU BUILD AND PRESERVE YOUR WEALTH ONE GENERATION TO THE NEXT

WHO WE ARE

Private Wealth Advisers is a wealth advisory practice with almost 40 years of combined industry experience. No matter where you are in your financial journey, our team is dedicated to helping you achieve your financial goals in any stage of your life.

Our approach begins with a conversation about your goals, dreams and concerns. We combine that understanding with reflection and analysis of your situation to develop a thorough, personalized financial strategy for tackling any challenges and accomplishing your unique goals.

OUR PRINCIPALS

ROSIE K. MATHERS, MBA, CFP®

CHIEF EXECUTIVE OFFICER
MOBILE: 920.420.2542

ROBERT A. MATHERS

JD, CPA, PFS, ABV
MOBILE: 920.917.9615

OUR CLIENTS

We focus on working with retirees as well as families, professionals, and business owners, providing them with goals-based, comprehensive financial advice through a broad spectrum of investments and insurance offerings. We do this in tandem with a consistent, reliable service experience that our clients expect and deserve.

Services

Our goals-based, comprehensive financial plans are tailored to the specific needs of each individual client. Our custom approach ensures that our clients have the cash flow now and cash flow later to support themselves and their loved ones over the long-term.

HOW MAY WE HELP YOU WITH YOUR FINANCIAL JOURNEY?

LEARN MORE ABOUT OUR UNIQUE PLANNING PROCESSES

DISCOVERING YOUR INVESTMENT STRATEGY

ACHIEVING RETIREMENT CLARITY

MANAGING YOUR WEALTH IN RETIREMENT

MANAGING YOUR INSURANCE POLICY'S PERFORMANCE

SOME OF THE BRIGHTEST MINDS IN THE BUSINESS

WORKING ON YOUR BEHALF

Private Wealth Advisers is a Member Firm of Valmark Financial Group, a 58-year-old, invitation-only group of independent wealth and insurance advisory firms. Through this relationship, we have exclusive access to an experienced support team of over 100 professionals with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, investments, retirement planning, and estate planning.

This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.

Key Members

Michael McClary, MBA

Chief Investment Officer

Tyler Denholm, CFA®

Vice President,
Investment Management

Chris Finefrock, MBA, CFP®

Senior Vice President,
Financial Planning

Zach Hurst, CFP®

Director, Financial Planning

Judson Forner, CFP®, CRPC®

Vice President,
Investment Operations

Jessica Rorar, CFP®

Director, Financial Technology

Keith Miller, CLU®, ChFC®

Vice President, Insurance Planning

Mindy Shaffer

Concierge Services

One Simple Rule

Guides All We Do

The Golden Rule Marble, encircled with a band bearing the inscription – “Do unto others as you would have them do unto you” (Matthew 7:12) – was created by Jesse Shwayder in 1910 as a timeless symbol for living, upon which he founded the Samsonite Corporation.

Fifty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.

When Private Wealth Advisers joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:

  • Serving as an industry model for relationships built on trust and mutual respect
  • Addressing the financial needs of our clients with innovative, collaborative solutions
  • Safeguarding clients’ best interests at all times

Watch this short video to learn how we “Bring the Golden Rule to Life”…in the lives of our clients and in all that we do.

News Flash

Play Video

THE GREAT CALL

It’s no secret that the press of low yields is forcing additional restructuring moves on life insurance companies. In this video, Larry Rybka, CEO of our strategic partner, Valmark Financial Group, comments on recent transactions that raise questions for the industry about which companies will put in enough “chips” to stay in the life insurance game.

ROSIE K. MATHERS, MBA, CFP®
CHIEF EXECUTIVE OFFICER

As Co-Founder and Chief Executive Officer at Private Wealth Advisers, Rosie Mathers assists  clients in identifying, planning and implementing their life goals. With over 25 years of experience,  she guides clients through saving for retirement and educational goals, as well as managing their  money in the distribution phase after retirement. In the process, she provides clients with the tools  they need to empower transformation in wealth accumulation and protection.  

Rosie approaches client interactions with the heart of a teacher, having previously served on the  faculty at the University of Wisconsin – Oshkosh campus. While teaching in the College of  Business, Rosie developed and implemented the curriculum for their Personal Financial Planning  program. She also was the Director of their Volunteer Income Tax Assistance (VITA) program. In  addition to leading the Financial Planning program, Rosie taught classes in Accounting, Information  Systems and Financial Management.  

Her clients are her number one focus. She works with her clients to thoroughly understand their  personal and financial goals while reviewing their financial situation to customize a plan that will  attain the desired result. She identifies clients’ hopes and dreams for the future and explains how  the financial plan serves as a tool to accomplish the client’s goals. She also realizes clients’ goals  can change and meets with them periodically to review and update them.  

Rosie also serves the community through her involvement in the Women’s’ College Endowment  Program of Milwaukee, 100 Women Who Care – Metro Area, Brookfield Lutheran Church and  the University of Wisconsin – Eau Claire Alumni Association.  

Rosie received an MBA with a concentration in Finance from the University of Minnesota – Twin  Cities’ Carlson School of Management, along with a BBA in Accounting and Finance from the  University of Wisconsin – Eau Claire.

ROBERT A. MATHERS
JD, CPA, PFS, ABV

Bob Mathers is a Co-Founder and Principal at Private Wealth Advisers. He is also Chair of the Tax  Section at von Briesen &Roper, s.c., Attorneys at Law. He provides legal and business advisory  services to Midwest businesses and their owners with a focus on closely held businesses, estate  planning and private wealth services.  

Bob is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an  AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of the  country’s largest CPA firm’s National Tax Director, and CEO of its Wealth Management subsidiary,  to provide tax and transactional guidance to businesses and individual clients. He regularly  provides guidance to CPA firms, financial services firms, and the accounting and investment  advisory industries.  

His professional memberships include American Institute of Certified Public Accountants,  Wisconsin Institute of Certified Public Accountants, Vistage (formerly The Executive Committee,  TEC), American Academy of Attorney-CPAs, Fox Valley Estate Planning Council, Winnebagoland  Estate Planning Council, the State Bar of Wisconsin (Director, Tax Section) and the American Bar  Association (Tax Section).  

Bob received his J.D. from Mitchell Hamline School of Law and a B.B.A., cum laude, from the  University of Wisconsin-Eau Claire. He is a member of the Wisconsin, Minnesota, and Arizona Bar  Associations, the U.S. District Court – District of Minnesota, and the U.S. Tax Court.