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Wealth and Wisdom of Wisconsin | Investment Services

Wealth and Wisdom of Wisconsin
Powerful Financial Strategies to Maximize Wealth and Protection
8500 Greenway Blvd., Suite 101
Middleton, WI 53562
(608) 836-8880
(608) 836-8868

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About Us

Wealth and Wisdom of Wisconsin

At Wealth and Wisdom of Wisconsin, we treat our clients with courtesy and integrity. We guarantee realistic, honest financial advice that achieves results. We will lead you on a course to financial freedom. Our years of experience and notable expertise ensure that your financial future is in good hands.


We are a business who is looking to actively touch as many lives as possible, helping people reach their maximum financial wealth and protection throughout their lifetime. We accomplish this by first understanding client's personal goals and objectives, analyzing alternatives, creating a customized plan, and implementing the plan over time. We are committed to maintaining strong client relationships and providing exceptional service.


Our goal is to provide a more efficient and cost effective approach to building and enjoying your wealth.


Wealth Coordination
College Planning
Estate Planning
Retirement Planning