Groeschl Wealth Advisors

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/25/2026

We're committed to continuous learning so we can better serve our clients.
Recently, two members of our team attended a MoneyGuide training session and returned with valuable insights, strategies, and best practices that will strengthen our financial planning process. Their dedication to professional development helps ensure we're bringing the latest tools and knowledge to every client conversation.
We're excited to put what they've learned into action and continue delivering an exceptional planning experience.

08/24/2026

🎉 Please join us in welcoming Evan Friendshuh to the team!

Evan is a Green Bay native and a proud UW-Madison graduate, where he earned his BBA in Finance, Investments, and Banking. A lifelong Packers, Badgers, and Brewers fan, Evan enjoys golfing, whitetail hunting, and spending time with family outside of work.

Fun fact: Evan grew up on a "funny farm" with chickens and pigs! 🐷🐔

His passion for helping others as a financial advisor started when he was a kid, making this career a dream come true. He also recently passed his Series 7 and 66 exams, a fantastic accomplishment as he begins his journey with our team.

We're excited to have you aboard, Evan. Welcome! 👏

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/04/2026

Another Birthday we get to celebrate!

Thank you, Mitch, for all your knowledge, guidance, and dedication you bring to the team. Whether it is helping clients plan for the future or making the world of investments easier to understand, your hard work makes a real difference!

Hope you have an awesome day, Mitch! Happy Birthday!

07/27/2026

🎉 Happy Birthday Cassie 🎉

Thank you for your leadership, guidance, and for always supporting our team. It takes a special person to lead and inspire others, and we couldn't be happier to have you leading ours. Your dedication and encouragement, makes a difference every day.

Wishing you a birthday filled with laughter, cake, and as few work emails as possible! 😊

07/20/2026

Happy Birthday to the one who would probably rather NOT have a Facebook post written about her 😊

Kellie, while you may not love being in the spotlight, today is the perfect day to recognize how much you mean to all of us. You are the backbone that keeps things moving, the steady presence we can always count on, and someone who makes a difference every single day, often without seeking any credit!

Thank you for everything you do and for being such an important part of our team. Wishing you the Happiest of Birthdays!!

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/03/2026