Wealth Management in Wausau, WI

We did the hard work of finding trustworthy partners in Wausau, WI. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Wausau, WI Wealth Management Firms

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
Ziegler Wealth Management
Location 500 N 3rd Street #202, Wausau, WI 54403, USA
Phone (715) 845-3118
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
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
Ted Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2711 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 849-3697
Joel Rueber - Thrivent
Location 1500 Merrill Ave Suite 201, Wausau, WI 54401, USA
Phone (715) 675-0634
Joel Pergolski - Financial Advisor, Ameriprise Financial Services, LLC
Location 903 S 17th Ave Ste A, Wausau, WI 54401, USA
Phone (715) 842-3200
Barnes Rosemary
Location 300 N 3rd Street # 308, Wausau, WI 54403, USA
Phone (715) 842-2703
Patti Hoerter - Thrivent
Location 1200 W Campus Dr Ste 2, Wausau, WI 54401, USA
Phone (715) 571-2171
Wealth Management in Wausau, WI

Where Wealth Management Advisors in Wausau, WI Serve

Wausau, WI is a city located in central Wisconsin. It is the county seat of Marathon County and has a population of around 39,000 people. Some of the landmarks in Wausau include the Wausau Riverwalk, Rib Mountain State Park, and the Granite Peak ski area. The top employers in Wausau are Northcentral Technical College, Aspirus, and Paper Converting Machine Company. The major highways and streets in Wausau are US 51 and I-39. The neighborhoods in Wausau are Downtown, East Side, West Side, North Side, and South Side.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Wausau, WI offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a number of other services, such as online banking, bill pay, and mobile banking. If you are looking for a place to save your money or get a loan, a bank in Wausau is the place to go.

Retirement Planning

When it comes to retirement planning, Wausau, WI is a great place to be. The city has a low cost of living and a wide variety of activities and amenities that retirees can take advantage of. Plus, Wausau is home to a number of financial institutions that offer a variety of retirement planning services.

Tax Services

A tax accountant in Wausau, WI is responsible for preparing and filing state and federal tax returns for individuals and businesses. They must be familiar with the latest changes to the tax code in order to ensure that their clients pay the least amount of taxes possible. Tax accountants may also be called upon to represent their clients during an audit.

Financial Advisor

A financial advisor in Wausau, WI helps people save money and invest for the future. They provide guidance on how to make the most of your money, whether you're just starting out or you've been investing for years. They can help you plan for retirement, save for a child's education, or buy a home. If you're looking for someone to help you manage your finances, a financial advisor in Wausau, WI is a great option.

Insurance Broker

An insurance broker in Wausau, WI helps people find the best insurance policies for their needs and budget. They work with a variety of insurance companies to find the right coverage for each individual or business. Brokers are licensed and regulated by the state, and must meet certain requirements in order to sell insurance.

Mortgage Loan Officer

Mortgage loan officers in Wausau, WI work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Wausau, WI helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


Comprehensive Wealth Management FAQs