Overview

Comprehensive wealth management business that is primarily fee based with a heavy emphasis on financial planning. Also have a major presence in the employer plan/401k market. All advisory business is managed in house using proprietary model portfolios. Our firm is looking to grow our presence locally as well as in the Fox Valley and Milwaukee areas, primarily through acquisitions or mergers. Clients are very loyal due to the comprehensive planning experience they receive and new clients are primarily referral driven. Multiple CFAs and CFPs on staff.

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within 4 months

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