An invitation to a relationship with us

Shorewood Financial Services uses an organized planning approach to engineer solutions to help you achieve your financial dreams.

Combining our knowledge and more than 50 years of collective experience with the resources of one of the world’s largest financial services companies, we help you design a portfolio that encompasses all aspects of your life and that can help enable your portfolio to impact generations to come.

Our commitment to you
• We are committed to maintaining relationships through open, honest communication and a comprehensive understanding of your financial situation. It’s not only about stocks, bonds and mutual funds. It’s about efficiently handling your requests, returning your phone calls and discussing whatever financial matters are on your mind.

• We can assist you with all aspects of wealth management, including retirement planning, investment planning and management, education funding strategies, charitable giving, estate planning strategies1, and more.

• We are committed to a disciplined and conservative approach to help in the support of the goals you
have established.

• We believe the ongoing review of your plan is critical to helping grow and preserve assets.

• We hold to a high degree of integrity and trust in our relationships with our clients and their financial team.

• We will work with your entire client team in mutual cooperation to help you achieve your investment goals.

Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Three white business professionals wearing business suits, standing in front of a gray background.
L-R: Serena Krumrei, Greg Nebel, Matt Winters

If this resonates with you, we invite you to begin the design of your financial future with us.

The Shorewood Financial Services Story

In 1944 Greg Nebel's father purchased 60 acres next to Potawatomi State Park and built a resort with fifteen units, restaurant, and a shorefront on Sturgeon Bay that included a beach and dock. Since the name Nebel means mist or fog in German, they named it the Misty Hollow Resort. My guess is too many people thought the headless horseman might come, so fairly quickly the name was changed to the Shorewood Motel. The area is beautiful with many miles of forest ending gracefully at the shore, and the resort still exists today.

So as fate would have it, the name found us again as we searched for our new business name. We would like to think of it as enduring and peaceful, and built on the hard work of the small business owner.