Your life is
your legacy.
Stand strong. Live boldly. Live with purpose.
Current Client? Log InA boutique approach
for families who
expect more.
A Wolf Tree stands apart — enduring seasons of change and growing strong enough to become a landmark. We offer the personalized attention and genuine care that helps you build wisely, live boldly, and leave a lasting mark.
Deeply Personal
You'll never be a number. We limit our client relationships so every family receives the time, attention, and care they deserve.
Thoughtful Stewardship
What we've been given is meant to be stewarded wisely — not simply accumulated, but used with purpose.
Live Boldly
Wealth creates opportunity and freedom. We help you pursue what matters most with clarity and confidence.
Legacy That Lasts
Your legacy is measured by how you lived, who you loved, and the lives you changed — across generations.
A personal welcome from our family to yours
"We started Wolf Tree because we believed families deserved better."
— The Founders
Helping families who expect the best
"After my husband Gary, a proud Veteran, passed away, I suddenly found myself overwhelmed and unsure how to manage the finances he had always handled. Kee and Josh stepped in with incredible patience and compassion. They took the time to guide me through everything at a pace I could understand, helping me build confidence and clarity along the way. What meant so much was their thoughtful approach - they encouraged me to involve my family in early decisions, which gave me comfort during a very difficult time. Today, I feel a real sense of peace knowing we have a clear plan in place. More than that, I've built a genuine relationship with Kee and Josh. I love stopping by for a Starbucks frappuccino they keep stocked for me - and bringing brownies to share in return. I'm so grateful for the care, guidance, and friendship they've shown me."
Judy Marek
Client since 2012
•June 2026
"As I approached retirement from Parker Hannifin, I knew my situation required more than a basic plan. As a married couple, Teri and I wanted to make sure every decision supported both of our long-term goals, especially when it came to income, taxes, and healthcare. Between my 401(k), pension timing, and navigating health insurance before Medicare, there were a lot of moving parts. Josh and his team brought a level of strategy and clarity that I hadn't experienced at other firms. We implemented a very thoughtful NUA rollover that created meaningful long-term tax savings, carefully coordinated when to begin my pension, and structured our income around our marketplace insurance premiums. What really stood out was how every decision was modeled and illustrated using their technology tools, I could clearly see the impact of each choice before moving forward, which gave Teri and I a great deal of confidence. This was a completely different experience from what I'd seen elsewhere. Instead of generic advice, everything was precise, personalized, and connected - from taxes to income to healthcare planning. In the end, we significantly reduced our overall tax burden and built a retirement plan that feels efficient and secure. We're extremely grateful for the guidance, and I can honestly say this has exceeded our expectations in every way."
Mike and Teri Cole
Clients since 2012
•June 2026
"Josh has been our financial consultant for over 15 years. We sincerely appreciate his integrity, communication skills, and portfolio management expertise. His transition away from the confines of larger investment firms has enhanced his ability to provide the personalized financial management services that exceed our expectations."
Doug and Sue Raether
Long-time clients
•June 2026
The above testimonials are from current clients of Wolf Tree Wealth Management. These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
For additional reviews, search us wherever local businesses are reviewed.
Comprehensive planning, exquisitely personal
Explore all servicesInvestment Management
Tailored portfolios designed around your unique goals, risk profile, and time horizon.
Estate & Legacy Planning
Preserve and transfer wealth with strategies that protect your family across generations.
Tax Strategy
Proactive tax planning that minimizes liability and maximizes the value of every dollar.
Risk Management
Comprehensive protection strategies to safeguard your family and assets.
Retirement Planning
Create a clear path to the retirement you envision with confidence and clarity.
Business Owner Planning
Specialized strategies for entrepreneurs navigating succession, liquidity, and growth.
From vision to lasting legacy
Discovery
We listen deeply to understand your family's values, goals, concerns, and aspirations. This is about your story, not our products.
Architecture
We design a comprehensive, personalized financial plan that addresses every dimension of your wealth — investments, tax, estate, risk, and beyond.
Implementation
With meticulous care, we execute each component of your plan, coordinating with your existing advisors and professionals.
Stewardship
Your plan evolves with you. Through regular reviews and proactive guidance, we ensure your strategy adapts to life's changes.
The people behind the promise
Meet the full team
Josh Prusinski
Founding Partner
Grantsburg
Growing up in a hardworking, agricultural community, Josh learned the importance of honesty, integrity, and respect. A CFP® since 2017, he begins every client relationship with a conversation to understand their goals before crafting a personalized financial strategy.
Aaron Widiker
Founding Partner
Chippewa Falls
For over 16 years, Aaron has guided individuals and families toward meaningful, prosperous futures — encouraging clients to prioritize what truly matters. He holds the AAMS® designation and is a devoted husband and father.
Meet our newest team members
As Wolf Tree grows, we carefully select exceptional professionals who share our commitment to personalized, relationship-first wealth management.
Cade Wolfe
Financial Associate
Grantsburg
Sam Prusinski
Financial Advisor
Grantsburg
Levi Prusinski
Financial Associate
Grantsburg
Silas Prusinski
Financial Associate
Grantsburg
John Elkins
Wealth Advisor Assistant
Chippewa Falls
Knowledge that empowers
Your family deserves
more than a number
Connect with a founder to discover the real difference Wolf Tree can make — building, protecting, and passing on the wealth that matters most to your family.