Wealth and Wisdom of Wisconsin

CONNECT

Address:

8500 Greenway Blvd, Suite 200
Middleton, WI 53562

Phone:

608-836-8880

Fax/Other:

608-836-8868

Our Services

At Wealth and Wisdom of Wisconsin, we sit down with clients one-on-one to create a personalized plan for them.  We also do group speaking engagements where we come into your business or group and can speak on topics that fit your group needs. 

When we sit down with you, as our client, one-on-one, we develop a customized financial program and walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program, utilizing the following products and services:

 

Protection Planning

PROTECTION PLANNING

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care

Wealth Accumulation Planning

WEALTH ACCUMULATION PLANNING

  • Money Management
  • Education IRA
  • College Funding

Business Planning

BUSINESS PLANNING

  • Business Continuation Planning
  • Buy/Sell Agreements

Retirement Planning

RETIREMENT PLANNING

  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Traditional IRA
  • 401(k) Planning
  • 403(b) Planning
  • Annuities                         

Estate Planning

ESTATE PLANNING*

  • Charitable Giving
  • Wills/Trusts
  • Tax Management 

*Estate Planning services provided in consultation with our client's legal counsel.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck