Wealth Management in Whitefish Bay, WI

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

Connect With a Wealth Manager

As Seen In

List of Firms

Whitefish Bay, WI Wealth Management Firms

Independent Solutions
SEC File# 801-69708
CRD# 144733
Location 5205 N Ironwood Rd UNIT 102, Milwaukee, WI 53217, USA
Phone (414) 967-5624
AMP Wealth Management
SEC File# 801-56387
CRD# 108712
3 out of 5
Location 421 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (414) 332-1011
Rachel Panasuk - RBC Wealth Management Financial Advisor
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7092
Sorin Iancu - RBC Wealth Management Financial Advisor
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7036
Howard Schnoll - RBC Wealth Management Financial Advisor
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7106
WE Wealth Management Group
Location 10528 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-6342
Wealth Management in Whitefish Bay, WI

Where Wealth Management Advisors in Whitefish Bay, WI Serve

Whitefish Bay, Wisconsin is a charming suburb of Milwaukee with a population of just over 8,000. The village was once a summer resort town, and many of its historic homes and buildings reflect that heritage. Some of the highlights of Whitefish Bay include Wilson Park, the Whitefish Bay Public Library, and the Whitefish Bay Yacht Club. The top employers in Whitefish Bay are Marquette University Medical Center, Froedtert Hospital, and Johnson Controls. Major highways in the area include I-43 and US-41. Some of the neighborhoods in Whitefish Bay include Kings Point, Forest Gate, and Shorewood Hills.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The banks in Whitefish Bay, WI provide a variety of services to their customers. These services include: checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, the banks also offer a number of other amenities to their customers, such as free checking for students, online banking, and ATM access.

Retirement Planning

Whitefish Bay, WI is a great place to retire. It's located on the shores of Lake Michigan and offers many activities and amenities for retirees. There are several retirement communities in the area, as well as hospitals, churches, and other services that cater to seniors. The cost of living in Whitefish Bay is also relatively low, making it a desirable place to retire.

Tax Services

A tax accountant in Whitefish Bay, WI helps people and businesses file their taxes. They help people get the most out of their tax returns, and ensure that businesses are following all the necessary tax laws. Tax accountants can work for individuals or businesses, and can specialize in a variety of different areas, such as estate taxes or international taxes.

Financial Advisor

A financial advisor in Whitefish Bay, WI is responsible for helping individuals and businesses make sound financial decisions. They provide guidance on investments, insurance, and retirement planning. Advisors work with clients to create a plan that meets their specific needs and goals.

Insurance Broker

An insurance broker in Whitefish Bay, WI helps people find the best insurance policy for their needs. He or she will ask a lot of questions about what you are looking for in a policy and then do some research to find the best deal. He or she will also help you file claims and answer any questions you have about your policy.

Mortgage Loan Officer

A mortgage loan officer in Whitefish Bay, WI is responsible for helping people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also help people through the application process, and work with them to get their mortgage approved.

Estate Planning Lawyer

An estate planning lawyer in Whitefish Bay, WI helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


Comprehensive Wealth Management FAQs