Private client services Private client services

Private Client Services

Financial services that grow and protect accumulated wealth.

Build, protect and manage your needs to enhance your dreams for tomorrow.

You don’t live your life in pieces, so why should you fragment your financial management? Turn the future you’ve dreamed of into reality with our integrated, seamless private client services.


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Your future is our priority and we are here to make a lasting, positive impact. We want to join you on your financial journey to help see you through life’s many transitions and help you bridge the gaps between your financial, business and personal priorities.

We’re different from other advisors. We won’t talk over or at you. We listen first — because getting to know you is the most important part of any plan.


No matter what your needs, our integrated team will work collaboratively to help you achieve your goals.

Our team can provide you with services across a number of areas:

Business Succession Planning

Business succession is a carefully planned process.Whether transitioning out of management, ownership or both, experts can help create a plan to achieve desired goals at an appropriate pace.

Charitable Giving

Charitable gifts can be a valuable component of overall tax and estate planning. Wipfli works to effectively meet each client's charitable goals and maximize the value of contribution dollars to ensure that a philanthropic legacy continues far into the future.

Estate and Gift Planning

Preserving a lasting financial legacy requires proactive tax planning and well-thought-out elections for gifts, estates, and trusts. Estate and gift planning helps ensure visions become realities.

Family Office Services

Each family is unique, and the flexible combination of hands on expertise paired with a wide range of services ensures family needs are met with expert financial coordination and administration. 

Financial Planning

Life happens. Goals and priorities change. As time passes, the road ahead may look pretty different from the road planned. But you don't have to travel it alone.

Individual Tax

Seasoned advice from proven teams help clients gain awareness of their total tax position and proactively plan for taxes with personalized, strategic tax planning and compliance services.

Insurance Services

The future is uncertain but the right advice can help individuals and businesses prepare for the unexpected. Experts assist in choosing the right, cost-effective strategies to address concerns and needs.

Retirement Planning

Build a retirement plan that fits the future of your dreams. Experts provide a full spectrum of financial expertise to craft a thorough, personalized plan to help navigate each milestone on the path through retirement.

Trust Services

Protect assets. Transfer wealth. Realize dreams. Trust and fiduciary services can be the cornerstone of family wealth management, adding security and organization that translates into the well-being of family members and communities. 

Wealth Management and Investment Advisory Services

Understanding each client's long-term objectives and financial plan sets the stage for a personalized investment plan. Experts help navigate the journey to success, using time-tested resources and expertise to guide the way.

*Investment advisory and/or financial planning services, if requested, will be offered by an affiliate, Wipfli Financial Advisors, LLC, under a separate engagement agreement for a separate fee. Please visit for important information about the firm, its services and disclosures.

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From curiosity to clarity to results. That's Wipfli.

Our clients rely on us because we see their success the same way they do: As a continual process. We know that business is fluid and results aren’t an endpoint; they’re waypoints on a trajectory toward success.

Investment Advisory

Offered by: 

Wipfli Financial Advisors