10 Best Wealth Management Companies in Milwaukee

WFA was founded in 1986 to fulfill the Investment and Financial Planning requirements created by Wisconsin Financial Advisors' success. WFA is a full-service investment and advisory company that employs tax advisors and industry licensed Investment Advisors. Our professionals strive to provide the best financial services possible to our clients. WFA Asset Management is a fi more...

WFA was founded in 1986 to fulfill the Investment and Financial Planning requirements created by Wisconsin Financial Advisors' success. WFA is a full-service investment and advisory company that employs tax advisors and industry licensed Investment Advisors. Our professionals strive to provide the best financial services possible to our clients. WFA Asset Management is a financial advisory firm that has served clients since 1986. WFA Asset Management is an investment advisory and full-service firm. We have tax and investment advisors who are licensed by the industry. We also offer services in retirement planning, divorce, and estate planning. WFA Asset Management Corporation's wealth and asset management experts are dedicated to helping you achieve your financial goals. Our financial planners will work closely with you to develop a plan that is in line with your goals and the current market. Many of our clients share the goal to have a financially secure and happy life. WFA can help you achieve your goals. Get in touch with us today to schedule a consultation.

Northwestern Mutual, the brand name of The Northwestern Mutual Life Insurance Company's subsidiaries is Northwestern Mutual. The Northwestern Mutual Life Insurance Company (NM) issues life and disability insurance as well as annuities and long-term insurance. Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM, issues long-term care insurance. Northweste more...

Northwestern Mutual, the brand name of The Northwestern Mutual Life Insurance Company's subsidiaries is Northwestern Mutual. The Northwestern Mutual Life Insurance Company (NM) issues life and disability insurance as well as annuities and long-term insurance. Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM, issues long-term care insurance. Northwestern Mutual Investment Services, LLC, a subsidiary of NM, is a broker-dealer, registered advisor, and member of FINRA, and SIPC, and offers investment brokerage services. Northwestern Mutual Wealth Management Company (r), Milwaukee, WI is a subsidiary of NM that offers trust and investment advisory services. All products and services mentioned are only offered by properly appointed financial professionals and licensed entities. Some products or services may not be available in every state. All Northwestern Mutual representatives may not be advisors. To provide investment advisory services, NMWMC members can only be credentialed if they have the title "Advisor" or disclose that status.

Cove Financial Planning, a fiduciary Registered Investment Advisor that charges a fee-only, focuses on financial planning and responsible investing. Cove is located in Milwaukee, WI, and Evanston, IL. They also work with clients all over the United States. They help families and individuals align their investments and financial plans with their values and future goals. They wan more...

Cove Financial Planning, a fiduciary Registered Investment Advisor that charges a fee-only, focuses on financial planning and responsible investing. Cove is located in Milwaukee, WI, and Evanston, IL. They also work with clients all over the United States. They help families and individuals align their investments and financial plans with their values and future goals. They want to see you do well while doing good. Cove Financial Planning, a fiduciary Registered Investment Advisor that charges a fee-only, focuses on financial planning and responsible investing. Cove Financial Planning has locations in Milwaukee, WI, and Evanston, IL. They also work with clients across the nation. Ben Smith (CFP(r), CSRIC)(TM) is the founder of Cove. He sits on The Financial Planning Association of Wisconsin's board of directors. His work has appeared in numerous national publications, including USA Today and CNBC.

We are committed to a client-first approach at Morgan Stanley Milwaukee Complex. We provide the information and resources that advisors need to strengthen and grow client relationships. Milwaukee Complex's management team wants each advisor to succeed, and to continue growing their business. We work together to make sure that financial advisors have all the necessary tools t more...

We are committed to a client-first approach at Morgan Stanley Milwaukee Complex. We provide the information and resources that advisors need to strengthen and grow client relationships. Milwaukee Complex's management team wants each advisor to succeed, and to continue growing their business. We work together to make sure that financial advisors have all the necessary tools to deliver the high-quality service Morgan Stanley is known for. We are here to help every step of your way. Our advisors do everything possible for clients. We encourage collaboration and foster a spirit of camaraderie in our culture. Monthly meetings are held to discuss timely climate-driven initiatives and share best practices. We also exchange success stories and learn how we can improve the complex's value. The collaborative culture of our complex financial advisors allows us to grow and adapt. Clients don't have just one financial advisor; the whole Morgan Stanley Milwaukee Complex supports them in achieving financial success. Milwaukee Complex supports diversity and inclusion in every role. The Milwaukee Complex supports the Local LGBTQ Chamber of Commerce, is a member of the MKE Fellows group and actively participates in the Regional diversity internship program. Complex participates in Global Volunteer Month. They volunteer at Feeding America Eastern Wisconsin, Paul's Pantry and support sponsorships with the Salvation Army, Boys & Girls Clubs of Green Bay and United Way.

Our online and mobile visitors (the "Services") are assured privacy. This Policy describes how we use and protect Personal Information you provide when you use our Services. This Policy should be read together with the BMO Privacy codes. This Policy supersedes and replaces the BMO Bank of Montreal's Online and Mobile Privacy policies for Canada and U.S. Personal In more...

Our online and mobile visitors (the "Services") are assured privacy. This Policy describes how we use and protect Personal Information you provide when you use our Services. This Policy should be read together with the BMO Privacy codes. This Policy supersedes and replaces the BMO Bank of Montreal's Online and Mobile Privacy policies for Canada and U.S. Personal Information is information about you that can be used to identify you. This includes any information that you provide to us, or which we have collected from others. It may include your name, address and gender as well as financial records and identification numbers such as your Social Insurance number/Social Security Number. You acknowledge and agree to our Services collecting, using, and disclosing information you provide through them as described in the Policy. This is subject to any applicable laws. This Policy may be updated from time to time. Any changes will be posted on our website. Please do not use the Services if you don't agree to this Policy.

Every member of The Albrecht Group is committed to financial freedom. Every client deserves the best personal service and care. We will place you in the center of the wealth management process at Bank of America and Merrill Lynch and help to create a goal-based financial plan that helps you reach the things you care about. The four cornerstones of a happy life include Health, W more...

Every member of The Albrecht Group is committed to financial freedom. Every client deserves the best personal service and care. We will place you in the center of the wealth management process at Bank of America and Merrill Lynch and help to create a goal-based financial plan that helps you reach the things you care about. The four cornerstones of a happy life include Health, Wealth, and Purpose. All of our activities - from the questions that we ask to the events we hold, and all aspects of our wealth planning processes - are geared towards helping clients plan and maximize these areas. Merrill's global resources support our talented team of experienced professionals who are committed to developing strong client relationships built on trust and personal service.

The wealth management process at Our Branch begins when our advisors meet with clients to get to know them "below the surface". This includes their risk tolerances, liquidity requirements, and objectives. They also learn about client goals, such as education and retirement, business management, and cash management. After we have gathered a complete understanding of our more...

The wealth management process at Our Branch begins when our advisors meet with clients to get to know them "below the surface". This includes their risk tolerances, liquidity requirements, and objectives. They also learn about client goals, such as education and retirement, business management, and cash management. After we have gathered a complete understanding of our clients, their needs, and goals, Merrill offers access to its vast investment resources and Bank of America's banking convenience. We also use our experience and discipline as a guide to help them address financial problems. To help you achieve your goals, it starts by getting to know yourself. Together, we will help you to create a financial plan that is reflective of your values. We can only then offer an approach that is based on your priorities. We can work together to achieve our goals.

Roell Capital Management, LLC is owned and founded by Brian J. Roell. Roell founded the firm in 2006 and has worked in the financial services industry since 2001. Roell received his bachelor of science in business degree from Purdue University-West Lafayette's Krannert School of Management. Roell is a member of good standing of the Certified Financial Planner Board of Stand more...

Roell Capital Management, LLC is owned and founded by Brian J. Roell. Roell founded the firm in 2006 and has worked in the financial services industry since 2001. Roell received his bachelor of science in business degree from Purdue University-West Lafayette's Krannert School of Management. Roell is a member of good standing of the Certified Financial Planner Board of Standards and has fulfilled all requirements for the designation of CERTIFIED FINANCIAL PLANNER(TM). Roell also holds the American College Chartered Life Underwriter(CLU)) title. He is active in both the professional and personal community through memberships in the Financial Planning Association, and the Wisconsin Club. He also volunteers at Make a Difference – Wisconsin, and he lists the Bryon Riesch paralysis foundation as his favorite charitable organization. A relationship can only be successful if expectations are clear and agreed upon. All parties can be sure they know their roles and have agreed to them. Participants in the financial planning platform will have an honest and open conversation with their staff and planning. They can also expect.

Marietta is an independent Registered Investment Advisor. It employs a tight-knit, experienced team of professionals. It is a dream for every professional career to become the captain of their own vessel. In 1999, I was 57 years old and in my 22nd year of portfolio management. I came to realize that the best firm was one which adhered to a number of fundamental principles. Some more...

Marietta is an independent Registered Investment Advisor. It employs a tight-knit, experienced team of professionals. It is a dream for every professional career to become the captain of their own vessel. In 1999, I was 57 years old and in my 22nd year of portfolio management. I came to realize that the best firm was one which adhered to a number of fundamental principles. Some of these were contrary to what I was working for at the time. It is common for professionals over 60 to close their businesses and pass the business on to their younger counterparts. It was difficult to imagine slipping into retirement. I would lose contact with my clients and colleagues. My passion for professional investing was also at stake. It was either too late or I would have to move. It was difficult to make the right decision. It was scary and exciting to start a business. I wasn't independently wealthy, had three children and a spouse, and investment advisory is highly competitive. The opportunities offered great potential and I never regret it.

Landaas & Company, an independent money management company, focuses primarily on individual investors' needs and goals. Landaas & Company provides objective advice on investment based on what we believe is the best for every client. Our recommendations are free of obligation to other companies. We want our clients to do well, and stay with us. We use an academic me more...

Landaas & Company, an independent money management company, focuses primarily on individual investors' needs and goals. Landaas & Company provides objective advice on investment based on what we believe is the best for every client. Our recommendations are free of obligation to other companies. We want our clients to do well, and stay with us. We use an academic method to manage money and create custom-made, balanced portfolios using a variety of stocks, bonds, mutual funds, and other assets. These can be both U.S. and international. Proven professionals are recommended for investment funds. We rely on market-tested financial and economic knowledge to achieve consistent investment performance while taking a low-risk approach. Our clients are constantly monitored and we recommend changes to maximize returns and reduce risk. The tortoise demonstrated to the hare that steady wins the race. We don't chase fads. Our clients are our money. We keep it safe for the long term. Landaas & Company is a well-respected financial market firm that relies on a diverse group of professionals with a variety of experience and backgrounds. Our employees are valued and supported by us. We also foster a culture of respect and learning within the company. We are both involved as a company and as individuals in the community. High ethical standards are something we take pride in. Our firm and our employees have not been the subject of a formal complaint. Landaas & Company has been registered with the Financial Industry Regulatory Authority as a broker/dealer. Landaas & Company has been registered with the United States Securities and Exchange Commission as an investment adviser. We are also responsible for clients via the Wisconsin Department of Financial Institutions and other similar agencies located in 35 states and territories. Securities Investor Protection Corporation is our association.