Attorneys Brody Richter and Theresa Roetter Elected to DeWitt’s Executive Committee

FOR MORE INFORMATION CONTACT:
Michelle M. Friedman
mmf@dewittllp.com / 262-754-2877

Attorneys Brody Richter and Theresa Roetter Elected to DeWitt’s Executive Committee

GREEN BAY | MADISON | MILWAUKEE | MINNEAPOLIS – Today DeWitt LLP law firm announced it has elected Brody Richter and Theresa Roetter to its Executive Committee effective July 1, 2021.  The role of DeWitt’s Executive Committee is to oversee and hold accountable the firm’s management team, including the President and Managing Partner.  This includes providing feedback and opinions about the management team’s sustainability and growth strategies, operational plans, budgets, financial performance, and risk assessments. 

About Richter

Richter is a Partner in the DeWitt’s Madison office and is Co-Chair of its Business Law practice group.  His practice focuses primarily on mergers and acquisitions, corporate transactional matters, commercial real estate, and private securities transactions.  He assists a wide array of clients, from individuals to major corporations and his clients have included, but are not limited to, small retail businesses, large commercial real estate developers, major manufacturing companies and tax-exempt organizations. Richter earned a J.D. from the University of Wisconsin Law School (Member of the Moot Court Board) and a B.S. from Ohio University.  He was a member of the 2019 In Business Magazine’s 40 under 40 class, was a founding member of the Community Around the Children’s Hospital (“CATCH”) and is a member of the State Bar of Wisconsin.

About Roetter

Roetter is a Partner and member of DeWitt’s Family Law practice group in Madison.  Her practice focuses on assisted reproduction and adoption.  She is one of just a handful of attorneys in Wisconsin with this combination of practice areas, her practice is state-wide, and her clients come from Wisconsin, other U.S. States, and many foreign countries.  She earned a J.D. from Marquette University Law School and a B.A., cum laude, from St. Norbert College.  She is a Fellow of the Academy of Adoption & Assisted Reproduction Attorneys and Member of the American Bar Association and its Family Law Section – Assisted Reproductive Technology Committee, the American Society of Reproductive Medicine (ASRM) Legal Practice Group, the National Association of Counsel for Children, and the State Bar of Wisconsin and its Children & the Law Section.

About DeWitt

DeWitt LLP was founded in 1903 and is one of the 10 largest law firms based in Wisconsin, with an additional presence in Minnesota. It has more than 130 attorneys practicing in Green Bay, Madison and Metropolitan Milwaukee, Wisconsin, and Minneapolis, Minnesota, and has the experience to service clients of all scopes and sizes. The firm is known for its work in a variety of legal areas including intellectual property, patents, trademarks and copyright law, construction litigation, corporate law, employment, environmental, employee benefits, estate planning, family business, family law, government relations, health care, litigation, real estate, and tax law.  More information is available at dewittllp.com.

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Savant Continues to Earn Recognition for Financial Planning Services

MADISON, Wis. (June 30, 2021) – Savant Wealth Management, a nationally recognized, fee-only advisory firm headquartered in Rockford, IL, with a location also in Madison, has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).

For the 14th year, Savant has landed a spot on the InvestmentNews nationwide ranking of leading RIA firms. For 2021, Savant ranked No. 26 out of 50 firms. The list is based on total AUM. To qualify for the list, firms must provide financial planning services, have at least $100 million in AUM, have provided investment advisory services to clients during the most recent fiscal year, not be actively engaged in business as a broker-dealer, and not receive commissions, among other criteria.

Accounting Today magazine has ranked Savant in its Top Wealth Magnet list. This is the ninth year Savant has made the list. For 2021, Savant was ranked No. 3 out of 150 leading CPA financial planning firms in the United States. The list also is based on total AUM. Savant is part of the “$1B-Plus Club,” managing more than $9.5 billion in assets for its clients.

“We consider recognition by media and our peers as a reflection of the amazing work of Team Savant and their dedication to helping provide the best comprehensive financial planning in the industry,” said Brent Brodeski, CEO of Savant. “We thank InvestmentNews and Accounting Today for recognizing the work we do for our clients and the communities we serve.”

For more information about Savant Wealth Management, visit savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $10 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

Savant Wealth Management to Acquire Michigan-Based AMDG Financial and AMDG Business Advisory Services

Transaction Marks Savant’s Entry into the Michigan Market;
Furthers Commitment to a Culture of Excellence

• Brings additional support to its tax and consulting affiliate, Savant Tax & Consulting
• Furthers its position as one of the nation’s best-in-class firms for clients, team members and owners
• Challenges the traditional mergers and acquisitions (M&A) approach in the registered investment adviser (RIA) industry to help make Savant – and the industry – better for clients

Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, Illinois, with a location also in Madison, announced it has entered into an agreement to acquire AMDG Financial (FAS), a fee-only RIA serving nearly 300 clients, and AMDG Business Advisory Services (BAS), a tax and accounting firm. Both businesses are located in Plymouth, Michigan. The acquisition will expand Savant’s national footprint and mark the firm’s formal entry into the Michigan market. In addition, the deal challenges the conventional M&A approach by demonstrating Savant’s commitment to building a culture of excellence and growth, as well as its desire to partner with firms interested in growing, addressing succession planning needs, and enhancing the value proposition they offer to clients, team members, and the communities they serve.

In 2019, Savant announced a proactive and innovative approach to RIA acquisitions, assembling a team of seasoned M&A leaders to assist with its acquisition strategy and goal of improving a million lives in 25 years. This innovative M&A approach, combined with a unique capital structure, has enabled Savant to sustain a competitive advantage in securing lasting partnerships with firms seeking an alternative to RIA aggregators and short-term “roll-up” firms backed by private equity.

“Unlike traditional M&A approaches, Savant seeks partnerships that blend culture, talent, and expertise to make us – and the RIA industry – better,” said Brent Brodeski, CEO of Savant. “AMDG Financial is a prospering independent RIA with a focus on integrating tax, financial and investment strategies with AMDG Business Advisory Services. The firm’s founding partner, Wayne Titus, CPA/PFS, AIFA®, shared with us AMDG’s vision to provide additional resources to clients and growth opportunities to employees. We were impressed by AMDG’s talented team and commitment to clients and knew a partnership could benefit all of our clients, Savant and AMDG.”

“In talking with Brent and others at Savant, we realized we share common core values and cultures, as well as investment and client service philosophies,” said Titus. “Joining Savant also appeals to our vision of being impactful to our community by expanding our reach as well as the types of services we can provide to our clients, such as in-house estate planning and trust services.”

With assets under management of nearly $250 million, AMDG Financial has served the greater Detroit area along with AMDG Business Advisory Services since 2002. The firms’ employees join Savant’s team of more than 200 employees, with AMDG’s five equity partners joining as owners. Savant serves more than 6,500 clients and manages $10.5 billion in assets.

“Savant’s M&A philosophy is different from the transactional deals you typically see throughout the RIA industry,” said Kevin Hrdlicka, chief operating officer and the M&A integration process lead at Savant. “This is intentional as we seek partners with new perspectives and areas of expertise that complement our work. We don’t want to be known as the biggest RIA. We want to be known as the best RIA in the nation.”

For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $10.5 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

About AMDG FAS-BAS Holdings

AMDG FAS-BAS Holdings owns AMDG Financial, a fee-only fiduciary RIA, and AMDG Business Advisory Services PLC, a tax and accounting firm providing tax preparation, payroll and bookkeeping services. AMDG Financial manages approximately $250 million in assets for clients, and was one of the first 10 firms globally to be certified by the Centre for Fiduciary Excellence[1] (www.cefex.org/advisor) as following global best practices for investment advisor fiduciaries. The companies’ credo is, “From financial wisdom, better stewardship.”

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[1] CEFEX certification should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if our firm is engaged to provide investment advisory services nor should it be construed as a current or past endorsement of the firm by any of its clients.

Architectural Director, Jim Olson, joins Iconica

PR Contact:
Blake Sabatke
Digital Marketing Manager
blake.sabatke@iconicacreates.com
608.664.3533

Architectural Director, Jim Olson, joins Iconica

Iconica is happy to announce that Jim Olson, AIA, NCARB has joined the team as Architectural Director. In his role, Jim will work closely with clients to support their project design needs as well develop new business opportunities.

“Jim brings a great deal of architectural experience and leadership,” says Jim Pientka, President and CEO of Iconica. “We have no doubt that he will be valuable in delivering successful projects to clients.”

As a Registered Architect with over 25 years of experience, Jim brings in-depth knowledge of healthcare, corporate, recreational, hospitality, industrial and residential architecture to Iconica. He is an active participant in various local organizations as well as professional associations throughout the design/build industry.

“I am excited to join Iconica and jump right in to help both the team and business grow,” said Jim Olson.

Jim can be reached at jim.olson@iconicacreates.com.

About Iconica:

Located in Madison, Wisconsin, Iconica provides full-service architecture, engineering, and general contracting in a fully integrated solution or as separate services. Iconica has worked to perfect a process that takes the uncertainty and headaches out of commercial building: the delays, the finger-pointing, and the cost overruns. Whether tasked with a small remodel or a large commercial complex, Iconica works closely with clients, subcontractors, and vendors to provide results to support project goals. We take every lesson learned on the job and apply it to the next, providing a real impact on each client’s business, one revolution at a time. 

To learn more about Iconica head to www.iconicacreates.com.

gener8tor Madison Accelerator Announces Four Startups Selected for 2021 Cohort

MADISON, WISCONSIN – Nationally ranked startup accelerator gener8tor announced this year’s cohort for its 12-week accelerator in Madison.

Each of the four companies selected from around the world to participate have received a $100,000 investment. Due to the pandemic, the accelerator programming has been virtual this year. The cohort kicked off on March 11 and will conclude with an in-person Premiere Night, where the startups pitch their businesses to investors and the public, on Aug. 17.

Read full press release here