Silvertree, LLC

Silvertree, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Silvertree, LLC, Financial planner, 2715 Post Road, Suite A, Stevens Point, WI.

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor, doing business as Silvertree, LLC.

Most people think successful decisions start with finding the right opportunity.But what if they actually start with ask...
09/02/2026

Most people think successful decisions start with finding the right opportunity.

But what if they actually start with asking the right question?

Jason Glisczynski recently shared this perspective in Plastics Today:

"Will this strengthen enterprise value?"

While he was speaking specifically to business owners, the principle applies far beyond business.

Whether you're evaluating a new investment, planning for retirement, considering a major purchase, or deciding what comes next in life, the best decisions tend to come from clarity rather than activity.

Before moving forward, it may be worth asking:

Will this move me closer to the future I want to create?

It's a simple question, but perhaps not an easy one.

What's one decision you've made that had a bigger impact than you expected?

Read the full interview here:
https://www.plasticstoday.com/industry-trends/plastics-manufacturers-must-balance-growth-with-personal-wealth-protection

Financial planning conversations tend to focus on numbers. Portfolio balances, tax brackets, contribution limits, and wi...
08/27/2026

Financial planning conversations tend to focus on numbers. Portfolio balances, tax brackets, contribution limits, and withdrawal rates. Those numbers matter. They are also not the whole story.
The reason someone saves for 30 years is not to watch a number grow on a screen. It is to have the freedom to spend a Wednesday afternoon with their grandchildren. To stop checking email on vacation. To know that if something happens, their family is protected.
At Silvertree, the plan starts with the life you want, not the product someone wants to sell you. The numbers serve that vision. They are the mechanism, not the destination.

On August 14, our Branch Forward event at the Food & Farm Exploration Center reminded us that meaningful relationships a...
08/27/2026

On August 14, our Branch Forward event at the Food & Farm Exploration Center reminded us that meaningful relationships are built through shared experiences—not just meetings.
Together, we enjoyed delicious food, learned about the flavors and culture behind Floribbean cuisine, celebrated two birthdays, and watched new friendships form around the table. It was an evening filled with curiosity, connection, and plenty of reasons to smile.
We’re proud to create a client experience that goes beyond the expected—because financial guidance may begin with the numbers, but lasting relationships are built by bringing people together.
If you have a friend, family member, or colleague who would appreciate this kind of personal and connected approach, we would be honored by an introduction. There is always room at the table for someone you care about.

Investments are important, but they're only one piece of the puzzle.A comprehensive financial plan helps bring clarity t...
08/25/2026

Investments are important, but they're only one piece of the puzzle.
A comprehensive financial plan helps bring clarity to your goals, retirement, taxes, risk management, estate planning, and more, so every decision works together to support what matters most to you.
Are there areas of your financial life that you know deserve more attention but you're not sure where to start? Let's have a conversation.

A confession:As much as I love helping clients plan bucket-list trips, I don't always do a great job of prioritizing my ...
08/20/2026

A confession:
As much as I love helping clients plan bucket-list trips, I don't always do a great job of prioritizing my own.
Thankfully, my wife convinced me that it was time to check one off the list.
A few weeks ago, we completed a seven-day rafting trip through the Grand Canyon on the Colorado River, and it was one of the most incredible experiences we've ever had.
I'd only seen the Grand Canyon from an airplane before. Standing at the bottom, looking up through thousands of feet of canyon walls and nearly two billion years of geological history, completely changed my perspective.
There were unforgettable rapids, breathtaking hikes, incredible food, star-filled nights, and something that's becoming harder and harder to find these days: true silence.
For seven days, we were completely disconnected from technology and completely connected to the experience.
The trip reminded me why I love what I do.
One of the greatest joys of helping clients plan travel is watching them return from experiences they once described as "someday" dreams. Whether it's seeing the Northern Lights, cruising through Alaska, exploring Europe, or rafting through the Grand Canyon, those memories last far longer than the trip itself.
So now I'm curious:
What's still on your bucket list?
What's that one trip or experience you've always wanted to take?
Share it in the comments. I'd love to hear what adventure is calling your name.

The financial services industry has a reputation problem, and it is earned.Too many firms lead with products instead of ...
08/12/2026

The financial services industry has a reputation problem, and it is earned.
Too many firms lead with products instead of planning. Too many advisors measure success by assets gathered instead of outcomes delivered. Too many conversations start with "move your money here" instead of "tell me what you are trying to accomplish."
Silvertree was built on a different principle. Education comes first. When someone sits down with our team, the goal is to make sure they walk away with the clarity to make the right decision for their situation. Sometimes that decision is to work with us. Sometimes it is not.
That distinction matters because it shapes every conversation, every recommendation, and every plan we build. Selling creates pressure. Education creates confidence.

I once had a potential client tell me that he didn’t need a financial advisor because he had been earning 10% returns on...
08/11/2026

I once had a potential client tell me that he didn’t need a financial advisor because he had been earning 10% returns on his own.
I asked him one question: After taxes, fees, and the way you’re structuring your withdrawals, what are you actually keeping?
He didn’t know.
I see this over and over. The focus is on what the portfolio earned, not what the person kept. Rate of return is one number. The outcome of your entire financial life depends on dozens of decisions working together.
I can show you a scenario where someone earning 6% with a coordinated plan may end up in a stronger position than someone earning 10% with no coordination. It often comes down to taxes, timing, and structure.
If you’ve been measuring success by rate of return alone, we should talk. Not to sell you something. Just to show you what the full picture can look like.
https://silvertreeplan.com/contact/

If you’re a manufacturing business owner, August is a critical month, but most people miss it.At this point in the year,...
08/10/2026

If you’re a manufacturing business owner, August is a critical month, but most people miss it.
At this point in the year, you have more than six months of real financial data. Cash flow patterns are visible. Margin trends by product line are measurable. And tax payment adjustments can still be made before Q4 locks everything in.
The mid-year review is not just a checkup. It’s the last clean window to adjust strategy before the year-end rush takes over.
I wrote about what manufacturers specifically should be reviewing right now: cash position, customer concentration, gross margins, and estimated tax payments.
Worth five minutes of your time: https://silvertreeplan.com/mid-year-financial-review-for-manufacturing-business-owners/

If you’re a manufacturing business owner, August is a critical month, but most people miss it.
At this point in the year, you have more than six months of real financial data. Cash flow patterns are visible. Margin trends by product line are measurable. And tax payment adjustments can still be made before Q4 locks everything in.
The mid-year review is not just a checkup. It’s the last clean window to adjust strategy before the year-end rush takes over.
I wrote about what manufacturers specifically should be reviewing right now: cash position, customer concentration, gross margins, and estimated tax payments.
Worth five minutes of your time: https://silvertreeplan.com/mid-year-financial-review-for-manufacturing-business-owners/

I keep a statue of a buffalo in my waiting room. Every new client asks about it.The story is simple. When a storm rolls ...
08/06/2026

I keep a statue of a buffalo in my waiting room. Every new client asks about it.
The story is simple. When a storm rolls across the prairie, every animal runs away from it. But the buffalo runs straight at it. Through the thunder, through the lightning, through the wind. Because it knows the fastest way out of a storm is through it.
I have watched business owners try to outrun financial problems for years. They delay the tax conversation or put off the estate plan. They keep meaning to look at their retirement numbers. But the storm doesn’t get smaller while they wait.
I’ve run my own business for over 20 years. I’ve shoveled the sidewalk on snowy Saturday mornings. I’ve worn every hat from marketing to HR to lead salesperson. I know what it takes to build something from nothing, and I know what it feels like when problems pile up.
What I’ve learned is that the only approach that works is to go right at those problems.
Be the buffalo.

I keep a statue of a buffalo in my waiting room. Every new client asks about it.
The story is simple. When a storm rolls across the prairie, every animal runs away from it. But the buffalo runs straight at it. Through the thunder, through the lightning, through the wind. Because it knows the fastest way out of a storm is through it.
I have watched business owners try to outrun financial problems for years. They delay the tax conversation or put off the estate plan. They keep meaning to look at their retirement numbers. But the storm doesn’t get smaller while they wait.
I’ve run my own business for over 20 years. I’ve shoveled the sidewalk on snowy Saturday mornings. I’ve worn every hat from marketing to HR to lead salesperson. I know what it takes to build something from nothing, and I know what it feels like when problems pile up.
What I’ve learned is that the only approach that works is to go right at those problems.
Be the buffalo.

July is nearly behind us. Five months left in the year.That's still enough time to make tax moves, adjust cash flow, and...
07/31/2026

July is nearly behind us. Five months left in the year.

That's still enough time to make tax moves, adjust cash flow, and line up year-end decisions while you have room to think. It's not enough time if you wait until December.

The owners who finish the year well usually started the back half with a clear look at where things stand.

If your plan hasn't had a real review this year, the next few weeks are a good window to fix that.

We coordinate tax, legal, investment, and risk management under one roof, so you're not chasing four advisors before year-end.

Book an initial consultation: https://silvertreeplan.com/contact/

Address

2715 Post Road, Suite A
Stevens Point, WI
54481

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12pm

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