Alacrity Wealth Advisors

Alacrity Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

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If you've driven by our Stevens Point office lately, you may have noticed the "Available for Lease" sign out front and w...
09/02/2026

If you've driven by our Stevens Point office lately, you may have noticed the "Available for Lease" sign out front and wondered if Alacrity Wealth Advisors is on the move...

Good news: we're not going anywhere!

The sign is for the space currently occupied by our neighbors at Legacy Accounting. Their team has outgrown their space and will be moving to a new location on Highway 10 later this year. We're excited for them and their continued growth!

While we're clearing up the mystery, here's a quick reminder of where you can find us:

đź“Ť Stevens Point Office: 3241A Business Park Dr. Stevens Point, WI 54482
đź“Ť Madison Office: 1110 Fourier Dr. #100 Madison, WI 53717
đź“Ť Minocqua Office (Coming Soon!): 8721 US Highway 51 N | Suite 101 | Minocqua, WI 54548

We're proud to call these communities home and grateful for the opportunity to be part of your financial journey. We look forward to seeing familiar faces, meeting new ones, and continuing to serve you wherever life takes you.

As we wrap up the month of August, we also bring to a close another season of Referral Club Dinners. These evenings have...
08/28/2026

As we wrap up the month of August, we also bring to a close another season of Referral Club Dinners. These evenings have become one of the highlights of our year because they celebrate something that has always been at the heart of Alacrity Wealth Advisors: relationships.

It is truly a privilege when clients share their experience with family, friends, colleagues, and neighbors. Every introduction represents a tremendous vote of confidence in our team, and we never take that trust for granted. Those introductions often lead to new relationships with individuals and families we have the honor of serving, helping them pursue their financial goals with thoughtful advice and personalized planning.

To everyone who attended a Referral Club Dinner this year, thank you. Whether you introduced someone to our firm or joined us as a newly referred client, we are grateful for your presence.

This year was especially memorable as our Madison office hosted its inaugural Referral Club Dinner. A special thank you to Private Wealth Advisor Andrew Lochner for hosting this first Madison event and helping establish what we hope will become a longstanding tradition.

We would also like to recognize Private Wealth Advisor Kim Angell, who attended all four Referral Club Dinners this year and spent time connecting with clients from across Wisconsin. Her commitment to building and nurturing relationships is a reflection of what makes these events so special.

Thank you as well to Private Wealth Advisor Mike Nerdahl. Alongside Kim, Mike helped host these events while also providing attendees with a preview of several exciting events and new developments on the horizon, including the announcement of our new Minocqua office opening this fall! More details to come.

A very special thank you goes to Office Manager Nancy Kaczmarek. These events do not happen by accident. Nancy plans each dinner with incredible care, attention to detail, and a genuine desire to create an exceptional experience for our clients. She is an integral part of every Referral Club Dinner, and their continued success is a direct reflection of her hard work and dedication.

Finally, we would like to thank the outstanding venues that hosted us this year. Michele's Restaurant and Catering in Stevens Point, The Pinewood Supper Club in Mosinee, and Ruth's Chris Steak House - Madison / Middleton, WI each provided exceptional hospitality, outstanding service, and memorable dining experiences for our guests.

Want to be part of "The Club"? Ask your advisor how you can get involved.

How lucky are we to have clients who brighten our front desk with the sweetest flowers?
08/20/2026

How lucky are we to have clients who brighten our front desk with the sweetest flowers?

August 14th is Financial Awareness Day and it's a great reminder to check in on your financial future.If one or more of ...
08/14/2026

August 14th is Financial Awareness Day and it's a great reminder to check in on your financial future.

If one or more of these questions gave you pause, we'd welcome the opportunity to discuss them with you.

At Alacrity Wealth Advisors, we help turn financial uncertainty into a clear path forward.

If you'd like greater clarity about your financial future, we'd love to start the conversation. Reach out to [email protected] or call our office for a complimentary consultation.

🎒 Project Fresh Start 2026: Our Community Showed Up!We are incredibly grateful for the overwhelming support shown for th...
08/13/2026

🎒 Project Fresh Start 2026: Our Community Showed Up!

We are incredibly grateful for the overwhelming support shown for this year's Project Fresh Start, hosted by United Way of Portage County.

Throughout the summer, local businesses, organizations, and community members came together to collect school supplies for Portage County students. Because of your generosity, students across our community will head back to school equipped with the tools they need to learn, grow, and succeed.

The response this year was nothing short of inspiring. Seeing so many people eager to help local children start the school year prepared is a powerful reminder of what can happen when a community rallies around a shared purpose.

Private Wealth Advisor Kim Angell shared why this initiative means so much to her:

"As a proud longtime volunteer and advocate for United Way of Portage County, I have seen firsthand how vital the Project Fresh Start initiative is for local families and students. Seeing the outpouring of support and donations from the team at Alacrity Wealth Advisors and other community members was truly heartwarming. It is a powerful reminder that when we unite around a common cause, we can accomplish extraordinary things for our community."

Thank you to everyone who donated supplies, contributed financially, volunteered their time, and helped spread the word. Together, we're helping local students begin the school year with confidence and setting them up for a strong start from day one!

Golf teaches a simple lesson:You don't need a perfect shot every time. You need a strategy that can adapt to the challen...
08/07/2026

Golf teaches a simple lesson:

You don't need a perfect shot every time. You need a strategy that can adapt to the challenges each round brings.

That's why flexibility is built into our plans and commitment is built into our relationships.

If it's been a while since you've reviewed your financial goals, let's connect.

⛳ A quick check-in today can make a difference down the fairway.

What’s that saying? Great minds dress alike? Client Services Coordinator Paula Hoerter and Office Manager Nancy Kaczmare...
08/06/2026

What’s that saying? Great minds dress alike?

Client Services Coordinator Paula Hoerter and Office Manager Nancy Kaczmarek are two peas in a pod today!

Deven Magli approaches life the same way he approaches football: show up prepared, stay coachable, and keep getting bett...
08/04/2026

Deven Magli approaches life the same way he approaches football: show up prepared, stay coachable, and keep getting better every day.

As he prepares to begin his senior year at UW-Whitewater, Deven has gained increasing clarity about the career path he hopes to pursue. Financial planning stood out because it offered something he didn't find in other areas of finance: the opportunity to build relationships and help people reach goals that matter to them.

Over the course of his internship, Deven has expanded his technical knowledge, strengthened his communication skills, and gained a deeper understanding of the profession through real-world experience. He's also confirmed what first attracted him to financial planning: the chance to make a meaningful impact while continuing to learn and grow.

Today we're excited to introduce the final member of our 2026 Financial Planning Intern class, Deven Magli.

Apparently, August 1st has a history of bringing great people to our team! As we celebrate another work anniversary on t...
08/01/2026

Apparently, August 1st has a history of bringing great people to our team! As we celebrate another work anniversary on this special date, we're recognizing someone whose energy, positivity, and dedication have made a lasting impact over the past nine years.

Austin Korger, Financial Advisor at Alacrity Wealth Advisors, has a remarkable ability to connect with people. Whether he's working with clients or supporting his teammates, he brings a level of authenticity, optimism, and professionalism that makes others feel comfortable and valued.

What stands out most is the way Austin serves clients. He takes the time to build genuine relationships, creating an experience that feels both personal and reassuring. His thoughtful approach, combined with his knowledge and upbeat perspective, helps clients feel confident and supported as they work toward their financial goals.

Austin also plays an important role in the culture of our team. He's the kind of person who can brighten a room, lift spirits, and make even the busiest days more enjoyable. His positive attitude and willingness to support those around him make him an essential part of what makes our team special.

Austin, thank you for 9 years of dedication, hard work, and commitment to our clients and team. The relationships you've built and the positivity you bring each day make a difference that doesn't go unnoticed. Congratulations on this milestone, and thank you for all you do!

19 years with Ameriprise reflects trusted relationships, unwavering dedication, and a deep commitment to serving others,...
08/01/2026

19 years with Ameriprise reflects trusted relationships, unwavering dedication, and a deep commitment to serving others, all of which Mike Nerdahl, Partner and Private Wealth Advisor at Alacrity Wealth Advisors, has demonstrated throughout his career.

Over the years, Mike has built more than a client base. He has built lasting relationships grounded in trust, consistency, and genuine care. He takes the time to truly know the people he serves, understanding not only their financial goals but also the stories, families, and values that matter most to them. Clients know they can count on Mike for thoughtful guidance and a personal approach that makes them feel valued and understood.

What stands out most is Mike's passion for his community. Growing up in the Minocqua area gave him a deep appreciation for the people and place his parents still call home, and that connection continues to shape his work today. His vision and determination led to the creation of our Minocqua satellite office, expanding our ability to serve clients in northern Wisconsin and strengthening the relationships that make those communities special.

That commitment continues as Mike works tirelessly to bring another client space to life in the area he cares so deeply about. His dedication to creating new opportunities to connect with and serve clients reflects the same drive and purpose that have defined his career for nearly two decades.

Mike, thank you for 19 years of hard work and leadership to the people you serve. The relationships you've built, the communities you've invested in, and the impact you've made on countless clients continue to strengthen our team every day.

Congratulations on this remarkable milestone, and thank you for all you do!

Address

3241A Business Park Drive
Stevens Point, WI
54482

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 6:30pm
Wednesday 8am - 5pm
Thursday 8am - 6:30pm
Friday 8am - 4pm

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