Northern Wisconsin Investor Education

From pillars to pines, thoughtful investment conversations start here.

Investment Alternatives LLC provides education on tax-aware alternative strategies and private-market themes through small-group events and conversations for qualified investors, business owners, and professional partners.

View Upcoming Events

→

Meet Tim

→

Educational content is not a securities recommendation. Potential tax benefits depend on applicable requirements and individual circumstances, are not guaranteed, and should be evaluated with your own qualified tax professional. Suitability depends on individual circumstances, objectives, and professional review.

Coming Soon

Two Northern Wisconsin communities.

Events are being planned across the region so guests can select the location that best fits their schedule.

Minocqua

Details coming soon

Eagle River

Details coming soon

Straight talk

Education first

Process before product

Local roots, broader reach

Who We Help

Built for people with more complex planning questions.

Investment Alternatives LLC provides educational conversations for qualified investors, business owners, families, and professional partners who want a clearer understanding of alternative investments and private-market topics.

Qualified Investors

Individuals and families who want a clearer understanding of selected alternative strategies and the questions to consider before deciding whether they fit into a broader plan.

Business Owners

Owners preparing for liquidity events, succession decisions, or long-term wealth transitions who want investment education coordinated with their own tax and legal professionals.

Professional Partners

CPAs, attorneys, and referral partners who support clients with complex planning needs and want a trusted educational resource.

Educational conversations only. Scheduling a call or attending an event does not guarantee suitability, access, or participation in any strategy.

From Pillars to Pines

A grounded approach shaped by service, process, and Northern Wisconsin.

Tim Schmitt grew up in Manitowish Waters, surrounded by the pines and lakes of northern Wisconsin. After high school in Minocqua, he served four years in the Air Force as a medic, where he learned to stay calm, follow a process, and take care of people in real time.

He later built a 25-year career with Stryker Orthopedics. Today, he brings that same direct, process-oriented approach to educational conversations with investors, business owners, and professional partners. Any securities recommendation is made by Tim Schmitt in his capacity as a registered representative through Quincy Wells Capital, LLC.

Straight talk.

Complex topics explained plainly, including the risks, tradeoffs, and unanswered questions.

Process before product.

Goals, context, and professional coordination come before evaluating any strategy.

Local roots, broader reach.

A Northern Wisconsin relationship supported by broader private-market education and resources.

About Tim

→

How the Review Process Works

A disciplined process before evaluating any next step.

Tim starts by understanding your investment objectives, liquidity needs, time horizon, and risk tolerance. Any securities recommendation is made by Tim Schmitt in his capacity as a registered representative through Quincy Wells Capital, LLC.

Product review and individual evaluation

Quincy Wells Capital, LLC is responsible for product review and approval. Tim Schmitt separately evaluates a potential securities recommendation for the individual investor in his capacity as a registered representative through the firm. Neither product review and approval nor investor-specific evaluation eliminates investment risk.

Fact Finding

Start with your investment objectives, liquidity needs, time horizon, risk tolerance, and the professionals already advising you.

Analysis

Review your investor profile, investment objectives, and which educational topics may deserve further discussion.

Comparison

Discuss a potential investment’s structure, risks, fees, liquidity, and time horizon in relation to your individual circumstances.

Coordination

When appropriate, coordinate next steps with CPAs, attorneys, sponsors, and other qualified professionals.

Follow-up

Respond to questions and discuss agreed next steps. This follow-up does not include ongoing account monitoring.

The services described here do not include comprehensive financial planning, tax advice, or investment advisory services. Consult your own qualified professionals for tax, legal, accounting, and financial-planning advice.

Education Topics

Complex planning topics deserve plain-language education.

Start with the structure, questions, tradeoffs, and professional coordination before deciding whether any strategy deserves further review.

1031 Exchanges and DSTs

Education around replacement-property options, exchange timelines, liquidity, investment risks, and coordination with your own qualified tax and legal professionals.

Opportunity Zones

General education around eligible gains, holding periods, qualified opportunity funds, and coordination with tax and legal professionals.

Private Offerings and Other Alternatives

Plain-language discussion of structure, risks, fees, liquidity, sponsor information, and investor-specific considerations.

Energy and Mineral Rights

Education around energy and mineral rights private-market structures, income considerations, tax characteristics, sponsor information, and investment risks.

Business Owner Education

Education on investment considerations related to liquidity events, sale proceeds, succession, and year-end planning, with tax, legal, and financial-planning advice provided by your own qualified professionals.

Professional Coordination

Educational conversations that encourage coordination with your own CPA, attorney, and other qualified professionals before next steps.

These topics are educational in nature. They are not recommendations, offers, or tax, legal, accounting, or investment advice. Applicability depends on investor profile, objectives, timing, risk tolerance, and professional review. Potential tax benefits depend on applicable requirements and individual circumstances, are not guaranteed, and should be evaluated with your own qualified tax professional.

Upcoming Events

Fall investor events are being planned across Northern Wisconsin.

Events are being planned in Minocqua and Eagle River so guests can choose the location that best fits their schedule.

Dates, venues, topics, and availability will be shared as each event is confirmed.