Our Philosophy

Most Financial Advice Starts With Numbers.
Ours Starts With You.

At Experience Wealth, we take a different approach—one built on real conversations, thoughtful guidance, and decisions that reflect your life as a whole.

Real Conversations. Clear Direction.

A relational approach turns hard money decisions into real conversations. We help you find a comfortable pace, as we talk through options without pressure. If this is financial planning that feels a little different, it’s because we designed it that way.

Clarity That Moves With You

Understanding replaces second-guessing with steady confidence. We help you focus on what matters, ask better questions, and move forward with clarity—without unnecessary complexity.

Start With a Simple Conversation

You don’t need to have everything figured out before reaching out. Whether you have a clear plan or just a few questions, we’re here to help you take the next step with clarity and confidence.

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^{Introducing Your Advisor}
Steven Schreiner

Steven believes financial guidance should begin with understanding the person behind the numbers.

He takes time to learn each client’s story—where they’ve been, what they’ve experienced, what drives them, and what matters most in their life.

From family and personal values to the moments that have shaped their perspective, these conversations create the foundation for thoughtful, personalized guidance.

Because the best financial decisions aren’t just about numbers—they’re about building a life that feels right to you.

Meet the Full Team

How We Think About Your Plan

Advice Built Around You

You should never feel like a number. Every conversation is shaped around your goals, your family, and what matters most—so the guidance you receive actually fits your life.

Tax Aware Strategizing

Every financial decision has a ripple effect. We look beyond the obvious to help you make choices that are efficient today and aligned with where you’re going.

Clarity Through Education

Confidence comes from understanding. We simplify complex decisions so you can move forward clearly, without feeling overwhelmed.

Multi-Generational Planning

Financial decisions impact more than one generation. We consider your family, your milestones, and the legacy you’re building—so your plan supports the life you want for years to come.

What You Can Expect

A FEW THINGS I OFTEN WALK THROUGH WITH CLIENTS EARLY ON.

What does “Experience Wealth” actually mean?
To me, “Experience Wealth” is about more than accounts or numbers—it’s about how your financial life actually feels.
The goal is to create clarity and confidence, so you understand what you’re doing and why. When that’s in place, everything else becomes a lot more straightforward.
Where are you based, and who do you work with?
We’re based here in Wausau Wisconsin, and many of the people we work with are local families and business owners—but we also work with clients across the country.
No matter where you’re located, the focus stays the same: keeping things personal, approachable, and built around real life.
What makes your approach different?
I don’t start with accounts or products—I start with understanding you.
That means taking the time to learn your story, what’s shaped you, and what you’re working toward. From there, we build a plan that actually fits your life instead of trying to fit your life into a plan.
How do you help simplify complex decisions?
A big part of my role is helping you make sense of things that can feel overwhelming.
We slow it down, walk through your options clearly, and focus on what actually matters—so you can move forward without second-guessing your decisions.
How does tax strategy fit into the plan?
Taxes are part of almost every financial decision, whether people realize it or not.
Instead of treating them as an afterthought, we build them into the conversation from the beginning—so your decisions are more intentional both now and over time.
What is the experience like working with you?
We’ve been very intentional about creating an experience that feels calm, thoughtful, and comfortable from the moment you walk in.
From the space itself to the pace of the conversation, everything is designed to help you feel at ease so you can focus clearly on what matters.
The goal is simple: to make something that can feel overwhelming actually feel manageable—and even enjoyable to work through.

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