Updated: Sep 19, 2019
The business in the neatly kept building located at 680 Main Street has been part of Belgium’s landscape for more than 26 years, but recently underwent an update as the name changed from Plus Group Financial to Plus Group Wealth Advisors.
“People didn’t realize what ‘financial’ meant,” explains managing partners Jay Lauer and Brent Neis. “Is it a bank? Mortgage outfit? Or Insurance agency? Plus Group Wealth Advisors is much more descriptive of what we do.”
So what does this business bring to the Belgium area? Plus Group Wealth Advisors is a team of financial advisors, headed by Lauer and Neis, specializing in both personal and corporate accounts.
The company offers financial counseling and expert assistance for all stages of life, from investment planning to estate planning, and everything in-between.
Unlike other companies that are commission-based, Plus Group is 100% fee-based and serves as a fiduciary. This means their clients can invest confidently knowing they are not just getting a sales pitch. Serving as a fiduciary the advisors must make recommendations with the client’s best interests in mind. “This puts us on the same side of the table as our client,” says Neis.
Plus Group got its start in Grafton 30 years ago, after Lauer’s father, a business owner himself, passed away. Lauer experienced first-hand the critical need for advance and fully-integrated planning, and Plus Group was born.
Lauer bought the building in Belgium a few years later. The business started small, renting portions of their building to an accountant, attorney, and a pastor to help defray start-up costs. Neis joined the firm within the first year in Belgium.
“We really worked well together, and have been for all these years,” says Lauer. “We complement each other. He’s good at some things and I’m good at others. We feel its leads to better planning strategies!”
Neis adds, “Our clients get two advisors that know their accounts inside and out.”
Their commitment to in-depth planning is what they say holds their company above the rest. They work with clients’ attorneys and CPAs, watching the tax structures and putting the whole picture together to make sure everything flows seamlessly to complete their clients’ financial goals.
“Most advisors have the same investment products,” says Neis. “But we figure out your goals and dreams. We plan over a long period of time, to get you there.”
Their breadth of service is wide. They handle corporate retirement plans, offering the opportunity to sit down individually with each employee to come up with a plan that’s right for them. They also like working with personal clients of all ages.
“Everyone has financial concerns and decisions to make on their finances,” says Lauer.
Plus Group Wealth Advisors has the knowledge and products to help clients at all stages of life accomplish their goals, from the young couples getting started, to the parents trying to save for college while investing in retirement, to those who are about to retire. They can also help manage aging parents concerns or estate plans.
Lauer and Neis are heavily involved in their communities. Lauer, who lives in the town of Port Washington, is one of the people credited with reviving the Belgium Area Chamber of Commerce 20 years ago. He served as President of the Chamber for nine of those years and continues to serve on the Chamber board. He was also a firefighter in Grafton and Belgium and has taught Hunter Safety for 30 years.
Neis, who resides in the town of Saukville, is currently the President of the Northern Ozaukee School, and President of the Northern Ozaukee Schools Scholarship Foundation. In past years he was a board member of the BACC and was very involved coaching football, baseball and basketball in the Fredonia area.
Lauer summarizes, “Belgium’s been a great place to build our business. We like the small community, and we like to be involved in our communities.”