Wealth Management in Wausau, WI

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List of Firms

Wausau, WI Wealth Management Firms

Ziegler Wealth Management
Location 500 N 3rd Street #202, Wausau, WI 54403, USA
Phone (715) 845-3118
Language https://www.ziegler.com/locations/wausau-wi/
Directions
Buska Retirement Solutions, Inc.
SEC File# 801-122395
CRD# 170627
5 out of 5
Location 1818 Grand Ave, Wausau, WI 54403, USA
Phone (715) 355-4445
Language https://retirewithbuska.com/
Directions
Ted Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2711 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 849-3697
Language https://www.ameripriseadvisors.com/ted.fox/?cid=IP_local_google
Directions
Joel Rueber - Thrivent
Location 1500 Merrill Ave Suite 201, Wausau, WI 54401, USA
Phone (715) 675-0634
Language https://connect.thrivent.com/joel-rueber?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU1NTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Joel Pergolski - Financial Advisor, Ameriprise Financial Services, LLC
Location 903 S 17th Ave Ste A, Wausau, WI 54401, USA
Phone (715) 842-3200
Language https://www.ameripriseadvisors.com/Joel.Pergolski/?cid=IP_local_google
Directions
Patti Hoerter - Thrivent
Location 1200 W Campus Dr Ste 2, Wausau, WI 54401, USA
Phone (715) 571-2171
Language https://connect.thrivent.com/patti-hoerter?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY1MzYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Point Wealth Management
SEC File# 801-110687
CRD# 170398
5 out of 5
Location 3319 Terrace Ct, Wausau, WI 54401, USA
Phone (715) 870-2450
Language http://pointwealthmanagement.com/
Directions
Barnes Rosemary
Location 300 N 3rd Street # 308, Wausau, WI 54403, USA
Phone (715) 842-2703
Directions
Hermening Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 200 Washington St Ste 280, Wausau, WI 54403, USA
Phone (715) 842-1916
Language https://www.ameripriseadvisors.com/team/hermening-financial-group/?cid=IP_local_google
Directions
Wealth Management in Wausau, WI

Where Wealth Management Advisors in Wausau, WI Serve

Wausau, WI is a charming city in the heart of Wisconsin, known for its stunning natural beauty and vibrant community. This city boasts a plethora of landmarks, including the stunning Rib Mountain State Park, which offers breathtaking views of the surrounding area. Additionally, Wausau is home to the Leigh Yawkey Woodson Art Museum, which features an impressive collection of art from around the world. The city is also home to several top employers, including Aspirus Wausau Hospital, which provides exceptional healthcare services to the community. Other major employers include Wausau Paper, a leading manufacturer of paper products, and Greenheck Fan Corporation, a global leader in air movement and control equipment. Wausau is easily accessible via several major highways, including Interstate 39 and Highway 51, which provide convenient access to nearby cities and towns. The city is also home to several major streets, including Grand Avenue, which is lined with shops, restaurants, and other attractions.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wausau, WI can benefit from a bank in various ways. For instance, a bank can provide them with financial products and services to help them manage their money. This includes checking and savings accounts, loans, credit cards, and investment options. Additionally, a bank can offer financial advice and guidance to help residents make informed decisions about their finances. For example, they can provide information on how to save for retirement, how to invest in the stock market, and how to manage debt. Furthermore, a bank can provide convenience to residents by offering online and mobile banking services, allowing them to access their accounts from anywhere at any time. With Wausau being a small city, having access to a bank with these services can be a crucial aspect of daily life.

Insurance Broker

Residents of Wausau, WI can benefit from the expertise of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of healthcare insurance. With Wausau being home to several major healthcare providers, including Aspirus and Marshfield Clinic, residents have a wide range of options when it comes to their healthcare needs. However, this also means that there are many different insurance plans to choose from, each with their own set of benefits and limitations. An insurance broker can help residents understand the nuances of each plan and find one that best fits their individual needs. Additionally, with Wausau being located in a region prone to severe weather, such as snowstorms and hailstorms, an insurance broker can also assist residents in finding the right coverage for their homes and vehicles to protect them from potential damage.

Retirement Planning

Residents of Wausau, WI could benefit significantly from the services of a retirement planner. With the city's aging population, a retirement planner can help individuals navigate the complex and ever-changing landscape of retirement planning. For instance, the planner can assist in determining the best investment strategies to maximize retirement income, taking into account the unique economic conditions of Wausau, WI. The planner can also help residents navigate the complex tax laws and regulations that apply to retirement income, ensuring that they are not overpaying. Additionally, a retirement planner can provide guidance on managing healthcare costs, which are particularly relevant in Wausau, WI, given the city's high concentration of healthcare facilities and providers. Overall, a retirement planner can help residents of Wausau, WI achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Wausau, WI can benefit from the expertise of a financial advisor in various ways. One significant aspect is the retirement planning, which is crucial for the aging population of the city. The advisor can assist in creating a comprehensive plan that considers the individual's current financial situation, expected expenses, and goals for retirement. Furthermore, Wausau is a city with a diverse economy, including manufacturing, healthcare, and education sectors. A financial advisor can help residents navigate this complex economic landscape by providing guidance on investment opportunities and risk management strategies. Additionally, with the city's median household income being lower than the national average, a financial advisor can help individuals create a budget and prioritize their financial goals. Overall, a financial advisor can provide valuable insights and support to residents of Wausau, WI, to help them achieve financial stability and security.

Mortgage Loan Officer

Residents of Wausau, WI could benefit from the expertise of a mortgage loan officer in many ways. For instance, the city's real estate market has been on the rise in recent years, and a loan officer could help residents navigate the complexities of securing a mortgage in a competitive market. Additionally, Wausau is home to a diverse population, including many first-time homebuyers who may need guidance on the home buying process. A loan officer could provide valuable information on available loan programs and help residents determine what type of mortgage best suits their needs. Furthermore, Wausau is located in a rural area, which can present unique challenges when it comes to securing a mortgage. A loan officer could help residents overcome these challenges by providing guidance on the specific requirements and regulations that apply to rural properties. Overall, a mortgage loan officer can be an invaluable resource for residents of Wausau, WI looking to buy a home.

Tax Services

Residents of Wausau, WI can benefit from the guidance of a tax advisor in a myriad of ways. One specific example is navigating the complexities of property tax laws in the area. With the unique blend of residential, commercial, and industrial properties in Wausau, understanding the nuances of property tax assessments and appeals can be daunting for the average homeowner or business owner. A tax advisor can provide valuable insight and assistance in ensuring that property taxes are accurately assessed and any potential savings or exemptions are utilized. Additionally, a tax advisor can help individuals and businesses navigate the ever-changing landscape of federal and state tax laws, maximizing deductions and minimizing liabilities. With the expertise of a tax advisor, residents of Wausau can feel confident in their financial decisions and potentially save money in the long run.

Estate Planning Lawyer

Residents of Wausau, WI can benefit from the expertise of an estate planning lawyer in many ways. One of the most common ways is by creating a will that ensures their assets are distributed according to their wishes. With the city's population of over 39,000 people, there are many families who would benefit from having a comprehensive estate plan in place. Additionally, an estate planning lawyer can help residents navigate the complexities of probate court and minimize the taxes and fees associated with the process. Furthermore, with Wausau being the largest city in Marathon County, an estate planning lawyer can also help residents with trust planning, which can provide for the care of loved ones with special needs or disabilities. Overall, an estate planning lawyer can provide invaluable assistance to residents of Wausau, WI in protecting their assets and ensuring their wishes are carried out after their passing.

Wausau, WI Financial Resources

Wausau, WI Chamber of Commerce

https://www.wausauchamber.com/

Wausau, WI City Hall

https://www.ci.wausau.wi.us/

Wausau, WI Public Library

https://mcpl.us/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Wausau, WI can be comprehensive and tailored to the specific needs of the client. These services may include investment management, retirement planning, tax planning, estate planning, and risk management. In particular, the wealth manager may have expertise in managing the unique financial challenges that are specific to Wausau, WI, such as the impact of the local economy on investment strategies, or navigating the complex tax laws that are unique to the state. With a burst of creativity and a complex approach to each client's needs, the wealth manager can help clients achieve their financial goals and secure their financial future.

Wausau, WI is undoubtedly the best place to get a wealth manager. The city boasts a thriving economy, a highly educated population, and a robust financial services sector. Wausau is home to a diverse range of financial institutions, from small community banks to large national firms. This means that residents have access to a wide array of financial services and products, including wealth management. Additionally, Wausau's location in the heart of Wisconsin offers a unique advantage for investors. The city is situated in a region that is rich in natural resources, such as timber and water, which has helped to fuel the local economy for generations. This means that Wausau's wealth managers have a deep understanding of the local economy and can provide tailored investment advice that takes into account the unique opportunities and challenges of the region. Overall, Wausau's combination of a strong economy, highly educated population, and unique location make it the ideal place to find a wealth manager who can help you achieve your financial goals.