We believe that well informed clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.

While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us. 

TOPS Quarterly Market Commentary
Fourth Quarter 2023
TOPS Quarterly Market Commentary
Third Quarter 2023
TOPS Quarterly Market Commentary
Second Quarter 2023


Engaging • Informative • Inspirational

With 40 years of collective experience consulting with high-net-worth families and business owners, Rosie and Robert Mathers have plenty of interesting insights to share. They are gifted and passionate speakers who have entertained and enlightened Attorneys, Accountants and other Advisors at dozens of private briefings, professional development sessions, and meetings across the country, including presentations at the American Institute of Certified Public Accountants (AICPA) and the American Bar Association.

Understanding that the needs of high-net-worth clients often involve highly complex planning arrangements, the Mathers have a special ability to colorfully communicate the complex while helping Advisors and their clients connect with the deeper purpose and emotion behind their decisions about wealth.

If you are interested in booking one of our team members as a speaker for an upcoming meeting, event, or audience – or if you want them to conduct a customized, private session for your clients, colleagues or charity – please call or email us at: 920-420-2542 /