About Us

^{Our Firm}A Milwaukee Firm, Independently Minded, and Built to Last

Oak Leaf Capital Partners is a Milwaukee-based wealth management firm built on the belief that financial planning, investing, and tax strategy are one conversation, not three. Our name comes from the Oak Leaf Trail, the 125-mile path that winds through Milwaukee County, and our roots here run just as deep. This is our community, and the clients we serve are our neighbors.

How We Work

We take a comprehensive approach to wealth management, which means we look at your full financial picture before making any recommendations about any part of it. The reality is that planning decisions affect tax outcomes, investment decisions affect retirement timelines, and tax decisions touch everything else. Treating these areas in isolation produces advice that's technically correct but practically incomplete, and that's not an acceptable outcome.

We also work directly alongside your other advisors. If you have a CPA, an attorney, or both, we coordinate with them so that everyone is working from the same set of facts. The goal is a consistent strategy across every corner of your financial life, not a collection of well-meaning recommendations that were never designed to work together.

What we believe

Good advice sometimes means telling clients what they need to hear rather than what they were hoping to hear, and we take that responsibility seriously. Our job is to give honest assessments and recommend clear action, even when a plan isn't working and even when that conversation is harder than the one the client came in expecting.

We also believe that the right answer isn't always obvious, which is why we have access to a broader range of strategies and solutions than most advisory firms. More options mean better opportunities to find the approach that actually fits your situation.

^{Our Firm}Meet the Team

John Ceaglske

Owner and Wealth Advisor

Growing up in Two Rivers, Wisconsin, I was surrounded by people who worked hard for everything they had. My parents were no different. They gave me what they could, but money was always tight, and I understood that early. What I took...

Joyce DesChane

Client Relationship Manager

When I joined Oak Leaf Capital Partners in 2016, I started in an administrative role and learned this practice from the ground up. That foundation turned out to matter. Over the years, as my responsibilities grew into my current role...

William B. Matt, CFP

Wealth Manager

Thirty-five years in this profession is a long time, and it means something. Over the course of a career that spans multiple market cycles, major regulatory changes, and the full range of what life throws at clients, you either develop...

^{Contact us}Let's get started on securing your future

If you have been looking for a financial partner who provides clear information and supports every aspect of your financial life, our firm is ready to assist.

Reach out to schedule an introductory conversation, and we can determine the best next steps together.

Schedule a Call