Wealth Management in Pewaukee, WI

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List of Firms

Pewaukee, WI Wealth Management Firms

Shakespeare Wealth Management, LLC
SEC File# 801-92171
CRD# 111950
5 out of 5
Location N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072, USA
Phone (262) 814-1600
Language https://www.shakespearewm.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Merrill Lynch Wealth Management Advisor Douglas Hafemann
Location N19 W24400 Riverwood Dr Suite 300, Waukesha, WI 53188, USA
Phone (262) 446-3058
Language https://fa.ml.com/wisconsin/waukesha/ebelingmelbygroup
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Timothy P. Dwyer, Global Financial Group
Location N27W23953 Paul Rd Suite 207, Pewaukee, WI 53072, USA
Phone (262) 786-1218
Language http://www.gfgwisconsin.com/
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Third Coast Advisors
4 out of 5
Location 1166 Quail Ct Suite 100, Pewaukee, WI 53072, USA
Phone (262) 746-9270
Language https://agencies.guardianlife.com/midwest/pewaukee/1166-quail-ct
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Albrecht Wealth Management Group of Raymond James
Location 20800 Swenson Dr Ste 325, Waukesha, WI 53186, USA
Phone (844) 350-4575
Language https://www.raymondjames.com/albrechtwmg
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Guardian Financial LLC
Location 309 Quinlan Dr, Pewaukee, WI 53072, USA
Phone (262) 696-6748
Language http://www.myguardianfinancial.com/
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Edward Jones - Financial Advisor: Maggie Spada, CFP®
Location 316 Oakton Ave, Pewaukee, WI 53072, USA
Phone (262) 695-1109
Language https://www.edwardjones.com/us-en/financial-advisor/maggie-spada?y_source=1_OTY3MjM4LTcxNS1sb2NhdGlvbi53ZWJzaXRl
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Wealth Management in Pewaukee, WI

Where Wealth Management Advisors in Pewaukee, WI Serve

Pewaukee, WI is a charming city located in Waukesha County, Wisconsin, with a population of approximately 14,000 residents. The city boasts several landmarks, including the beautiful Pewaukee Lake, which offers a variety of recreational activities such as boating, fishing, and swimming. Additionally, the historic Pewaukee Village, with its quaint shops and restaurants, is a popular destination for tourists and locals alike. As for top employers, Pewaukee is home to several major companies, including Generac Power Systems, a leading manufacturer of backup power generators, and the Waukesha Bearings Corporation, a global leader in engineered bearings and seals. Other notable employers include the Pewaukee School District, the City of Pewaukee, and several healthcare facilities. Major highways and streets in Pewaukee include Interstate 94, which runs east-west through the city, and Wisconsin State Highway 16, which runs north-south. Other notable streets include Capitol Drive, Pewaukee Road, and Lake Street.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Pewaukee, WI can benefit from a bank in numerous ways. For instance, a bank can provide financial services such as loans, credit cards, and savings accounts. Additionally, banks can help residents manage their finances by offering online banking services and mobile apps. In Pewaukee, a bank could also provide support for local businesses, which are a vital part of the community. Banks can offer business loans and lines of credit, as well as payroll and merchant services. Moreover, a bank can help residents plan for their future by offering investment opportunities, such as mutual funds and retirement accounts. Overall, a bank can be a valuable resource for residents of Pewaukee, WI, providing them with the financial tools and guidance they need to achieve their goals and build a secure future.

Insurance Broker

Residents of Pewaukee, WI can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies, ensuring that they are adequately covered in the event of an unforeseen circumstance. This is particularly important in Pewaukee, where the weather can be unpredictable, with harsh winters and occasional flooding. Additionally, an insurance broker can help residents compare rates and policies from different providers, allowing them to make an informed decision about which insurance plan is best suited to their needs and budget. With the help of an insurance broker, residents of Pewaukee can have peace of mind knowing that they are protected against life's uncertainties.

Retirement Planning

Residents of Pewaukee, WI can benefit from the guidance of a retirement planner in various ways. With an aging population, the need for financial planning for retirement has become increasingly important. A retirement planner can help residents of Pewaukee, WI navigate the complexities of retirement planning, such as understanding the tax implications of different investment strategies, assessing risk levels, and developing a customized plan for retirement. Additionally, with Pewaukee being a popular destination for retirees, a retirement planner can provide valuable insights into the local housing market, healthcare options, and social activities. By working with a retirement planner, residents of Pewaukee, WI can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Pewaukee, WI would benefit from the guidance of a financial advisor in many ways. With a population of just over 14,000, Pewaukee is a small city with a median household income of $83,000. A financial advisor could assist residents in creating a budget and financial plan that aligns with their unique financial goals and circumstances. This could include advice on saving for retirement, creating an emergency fund, and managing debt. Additionally, a financial advisor could provide guidance on investing in the local economy, which is largely driven by manufacturing and healthcare industries. The advisor could also assist with tax planning and preparation, as Wisconsin has a complex tax system with various deductions and credits available. Overall, a financial advisor could help residents of Pewaukee navigate the intricacies of personal finance and make informed decisions to secure their financial future.

Mortgage Loan Officer

Residents of Pewaukee, WI can benefit from the services of a mortgage loan officer in various ways. Firstly, a mortgage loan officer can provide guidance and assistance to residents who are looking to purchase a home in Pewaukee. This is particularly important as Pewaukee is a growing city with a high demand for housing, and navigating the complex process of obtaining a mortgage can be challenging for many. Additionally, a mortgage loan officer can help residents to refinance their homes, which can be especially useful in a city like Pewaukee where property values are increasing rapidly. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, a mortgage loan officer can provide much-needed financial advice to residents who may be struggling to make mortgage payments. Overall, the services of a mortgage loan officer are essential for residents of Pewaukee who are looking to purchase, refinance or manage their homes in the current economic climate.

Tax Services

Residents of Pewaukee, WI could benefit from the expertise of a tax advisor in numerous ways. With a population of just over 14,000, Pewaukee is a small town that is largely comprised of families and retirees. A tax advisor could assist these residents with tax planning and preparation, ensuring that they are taking advantage of any available deductions or credits. Additionally, the advisor could provide guidance on retirement planning, as many Pewaukee residents are likely approaching or already in retirement. With the complexity of tax laws and regulations, a tax advisor could help residents navigate the system and avoid costly mistakes. Furthermore, with the recent economic impact of the COVID-19 pandemic, a tax advisor could help residents understand the tax implications of any government relief programs they may have utilized. Overall, a tax advisor could provide invaluable assistance to Pewaukee residents in managing their finances and achieving their financial goals.

Estate Planning Lawyer

Residents of Pewaukee, WI can benefit greatly from the assistance of an estate planning lawyer. With the town's population growing at a steady rate, it is important to have a comprehensive plan in place for the distribution of assets and property. An estate planning lawyer can help residents navigate the complexities of wills, trusts, and probate proceedings, ensuring that their wishes are carried out and their loved ones are provided for. Additionally, with Pewaukee's proximity to Lake Michigan and the surrounding natural beauty, many residents may have unique considerations when it comes to preserving their land and property for future generations. An estate planning lawyer can help with conservation easements, land trusts, and other tools to ensure that Pewaukee's natural resources are protected for years to come. Overall, an estate planning lawyer can provide invaluable guidance and support to the residents of Pewaukee, helping them to secure their legacies and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Pewaukee, WI offer a wide range of services to help clients manage their wealth effectively. These services include investment management, tax planning, retirement planning, estate planning, and risk management. One specific aspect of wealth management in Pewaukee, WI is the emphasis on sustainability and environmental responsibility. Wealth managers in this area often help clients invest in socially responsible companies and funds that prioritize environmental conservation and sustainability. Additionally, they may offer advice on how to reduce one's carbon footprint and make environmentally conscious financial decisions. With their bursty and complex approach to wealth management, these professionals can help clients achieve their financial goals while also making a positive impact on the world around them.

Pewaukee, WI is undoubtedly the best place to get a wealth manager. The town is nestled in the heart of Waukesha County, and it boasts of an affluent community that requires a wealth manager who understands the intricacies of the financial world. The town's strategic location makes it a hub for businesses and industries, and this translates to a high demand for financial services. Pewaukee's wealth managers are known for their expertise in handling complex financial situations, and they have a deep understanding of the local market. Furthermore, the town's serene environment provides a conducive atmosphere for wealth managers to concentrate on their clients' needs without distractions. With the town's rich history and vibrant culture, Pewaukee's wealth managers are well-versed in handling the financial needs of their clients, and they have a track record of delivering exceptional results. In conclusion, Pewaukee, WI, is the perfect place to find a wealth manager who will help you navigate the complex financial world.