Private Wealth

Private Client Services

Financial services that grow and protect accumulated wealth.

Trust one firm for personal, family and business guidance.

Dedicated professionals take the time to understand what clients desire out of life and provide financial services to help grow and protect their accumulated wealth. Expert teams of dedicated, credentialed advisors, supported by competitive world-class resources, guide clients through the financial journey.

Business succession and passing the baton

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.
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charitable giving

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.
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financial legacy

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.
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family office services

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. 
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financial planning

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.
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individual taxes

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.
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preparing for the unexpected

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.
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retirement planning

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.
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trust services

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. 
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investment growth

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.
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*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.

Go Beyond the Ordinary - Video

Today, more than 2,000 Wipfli team members with an unmatched breadth and depth of experience are trained to help individuals and businesses of all sizes streamline processes, improve performance, leverage the right technology, and stimulate financial growth.

Investment Advisory

Offered by: 

Wipfli Financial Advisors