John F. Suby Wealth Management

John F. Suby Wealth Management

John F. Suby Wealth Management was founded in 2009 by John F. Suby as a registered investment advisor based in Madison, Wisconsin. The firm operates as a fee-based advisory practice, providing both discretionary and non-discretionary asset management services to a client base that includes individual households, pension plans, trusts, corporations, and community banks. This blended client book distinguishes the firm from standard retail wealth managers, positioning it as a hybrid that sits between personal financial planning and small-institutional consulting. The firm's service model encompasses investment management, retirement planning, and general consulting. The advisory approach includes constructing portfolios tailored to client-specific balance-sheet goals rather than pushing proprietary products. For institutional clients such as local pension plans and regional banks, the firm typically advises on asset allocation, investment policy, and manager selection. While specific strategy allocations and named portfolio holdings are not publicly disclosed, the firm's regulatory filings categorize its services into traditional separate-account management for individuals and outsourced advisory for institutions. As a smaller RIA without publicly reported AUM or headcount figures, the firm's scale is inferred from its regulatory footprint as a state-registered advisor in Wisconsin. John F. Suby Wealth Management does not operate additional offices or affiliated vehicles, philanthropic foundations, or club-deal networks. Without a publicly known succession plan or next-generation leadership layer, the firm's continuity is tied directly to its founder. Structurally, the firm operates as an owner-operated RIA rather than a multi-family office or institutional asset manager. Its distinctive feature is its institutional advisory relationship with local banks — clients that many competing RIAs of similar size do not serve. This community-banking niche provides recurring advisory revenue and positions the firm as an extension of the financial infrastructure in its Wisconsin market.