Wealth Management and Investment Advisory Services

Investing made smart, efficient, and focused.

Tuning out the noise and staying dedicated to a long-term financial plan can be a challenge, even for the most experienced investor. A client’s investment strategy should be as focused as their financial plan. Expert teams help navigate the journey to success, using time-tested resources and expertise to guide the way.

Successful investment strategies start with strong relationships. Understanding each client’s long-term objectives and financial plan sets the stage for an investment plan singularly crafted for that client, and that client only. Combined with fee-based wealth management and investment advisory services, the team at our affiliate Wipfli Financial delivers clear, unbiased advice.

Transparency and objectivity are paramount to providing clients with confidence through the ups and downs and helping maximize opportunities for the future. Services* provided include:

  • Developing an investment plan based on values, priorities, and needs
  • Developing customized asset allocation strategies and investment policies based on financial plan objectives
  • Fund manager searches and evaluations
  • Ongoing portfolio oversight

*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 www.wipflifinancial.com for important information about the firm, its services and disclosures.

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Investment Advisory Services

Offered by: 

Wipfli Financial Advisors