Denali Wealth Management, Inc.

Financial Advisor in Mequon, WI

Firm Info
Address: 1325 W Towne Square Rd, Mequon, WI 53092, USA
Phone: (414) 978-0020

Firm Size
Assets Under Management: $229 million
# of Advisors: 5
# of Clients: 365
Client to Advisor Ratio: 73:1
Average Account Size: $627,518
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Denali Wealth Management, Inc. Overview

Denali Wealth Management, Inc. is a premier investment advisory firm that has been providing high-quality financial services since 2010. Based out of Mequon, WI, the fee-only firm offers investment advice only, which means that it does not receive any commissions or kickbacks from the sale of investment products. This allows the firm to act solely in the best interests of its clients, with no conflicts of interest. Denali Wealth Management, Inc. offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. These services are designed to help clients achieve their financial goals, no matter what their stage of life. The firm's experienced financial advisors work closely with each client to create a customized investment strategy that aligns with their unique needs and objectives. As a fee-only firm, Denali Wealth Management, Inc. is committed to transparency and accountability. Clients can rest assured that they are receiving unbiased advice that is tailored to their specific financial situation. With its focus on building long-lasting relationships with clients, Denali Wealth Management, Inc. is dedicated to helping clients achieve financial success both now and in the future.

DENALI WEALTH MANAGEMENT, INC. boasts a diverse range of clients whom they serve, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not expressly listed. DENALI WEALTH MANAGEMENT, INC. caters to individuals from all walks of life, providing comprehensive financial advice that is tailored to each client's unique needs. For high net worth individuals, DENALI WEALTH MANAGEMENT, INC. offers personalized solutions that are designed to help clients maximize wealth and increase value. Additionally, DENALI WEALTH MANAGEMENT, INC. provides comprehensive services for pension or profit sharing plans and charitable organizations, ensuring that these entities can navigate complex financial landscapes and remain financially secure. Fees for DENALI WEALTH MANAGEMENT, INC. services vary depending on the nature of the service provided. For clients seeking asset management, DENALI WEALTH MANAGEMENT, INC. typically charges a percentage of assets under management (AUM). This fee structure ensures that clients only pay for services that are providing tangible value. For clients seeking more specialized services, such as financial planning or consulting, DENALI WEALTH MANAGEMENT, INC. may offer fixed fees that are based on the time and expertise required for each individual project. This fee structure allows clients to have greater cost certainty and budget for services accordingly. DENALI WEALTH MANAGEMENT, INC. prides itself on transparency and will always outline any fees or costs associated with services upfront, allowing clients to make informed decisions about their financial futures.

Typical Clients, Fee Structures & Investment Minimum

According to DENALI WEALTH MANAGEMENT, INC.'s Part 2 Brochure, they have an investment minimum of $500,000 for their managed account services. The brochure states, "Our investment minimum for managed accounts is generally $500,000, although we may accept an account with a lower minimum in our sole discretion." Therefore, potential clients should be aware that they may be able to open an account with a lower minimum, but it is at the discretion of the firm.

How This Office Can Help Mequon, WI Residents

Denali Wealth Management, Inc. provides comprehensive financial planning and investment management services to clients in Mequon, WI. Our team of experienced financial advisors works closely with clients to develop customized strategies that meet their unique objectives and goals. Living in Mequon, WI, clients may be facing a range of financial situations, including planning for retirement, managing investments, minimizing tax liabilities, or protecting wealth. We understand the importance of creating a plan that accounts for these specific circumstances to ensure that our clients are well on their way to meet their financial objectives. Additionally, we provide ongoing support and monitoring to make adjustments as needed, so clients can feel confident their plan remains on track and in line with their long-term objectives.

To view the Minimum Investment and Fee Schedule for Denali Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Denali Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Denali Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1325 W Towne Square Rd, Mequon, WI 53092, USA
Phone (414) 978-0020
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Denali Wealth Management, Inc. is registered to service clients in the following states:

  • Colorado
  • Connecticut
  • Florida
  • Texas
  • Wisconsin

Disciplinary History

Denali Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs