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In 1986, WFA was established to meet the Investment and Financial Planning demands created by the accomplishment of Wisconsin Financial Advisors. Wealth and asset management are the core of WFA, as we employ tax advisors and industry-licensed Investment Advisors, among other professionals. The company employs experts with strong communication skills. Our goal is to provide prosperity to our clients while ensuring that their assets are safe. Our firm specializes in simple and effective financial planning that considers clients’ specific needs and objectives. WFA Asset Management offers comprehensive investment and financial planning services. Our wealth and asset management professionals will work alongside you to assist you in achieving your financial goals. Our financial planners are skilled at devising programs to assist you in reaching your objectives and adjusting to changes in the market. Clients have in common that they strive for a financially secure and satisfying existence. WFA can assist you in achieving your objectives. Contact us today to schedule a meeting with one of our financial advisors.
 
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