The Money Directory features local organizations with products and services to help the busy professional plan for retirement, transfer wealth and establish trusts as well as corporate offerings for retirement plans, insurance offerings and other financial vehicles.

Eligible organizations include: wealth management, financial planning, retirement plan providers, financial consultants, charitable planning organizations and insurance providers.


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Questions about the directory? Email Sarah Sinsky, or call her at (414) 336-7100

For advertising and sponsorship opportunities, please contact Linda Crawford at (414) 336-7112
Alphabetical Listings

AdviseAire
Aegis Wealth Advisors, LLC
Alpha Investment Consulting Group, LLC
American Bank - Milwaukee
Bank Mutual
Boardwalk Financial Strategies LLC
Bronfman E.L. Rothschild
Cleary Gull Inc.
Corporate Financial Advisors LLC
Edward Jones
Ellenbecker Investment Group
Emory & Co., LLC
Falcons Rock Investment Counsel, LLC
Highland Investment Advisors, LLC
Komisar Brady & Co., LLP
Law Office of Dean P. Delforge, S.C,
Next Generation Wealth Management, Inc
Northern Oak Wealth Management, Inc.
Oarsman Capital, Inc.
Paladin Partners, LLC
Park Financial Advisors
PNC Financial Services Group
Provision
Sadoff Investment Management
Schenck Investment Solutions, LLC
Service Financial
Spectrum Investment Advisors, Inc.
Summit Street Wealth Management
Terrence Rice, CPA
The Private Client Reserve of U.S. Bank
Walny Legal Group LLC
Wells Fargo Private Bank
Windermere Wealth Advisors, LLC
Wipfli LLP
Witt Actuarial Services, LLC
Y.K. Insurance and Financial Services
Category Listings

Accounting
Komisar Brady & Co., LLP
Wipfli LLP

Banking
American Bank - Milwaukee
Bank Mutual
Emory & Co., LLC

Estate Planning
Law Office of Dean P. Delforge, S.C,
Terrence Rice, CPA
Walny Legal Group LLC

Financial Planning
Corporate Financial Advisors LLC
Highland Investment Advisors, LLC
Paladin Partners, LLC
Y.K. Insurance and Financial Services

Insurance
Provision
Witt Actuarial Services, LLC

Investments (Individual and/or 401k)
Aegis Wealth Advisors, LLC
Edward Jones
Falcons Rock Investment Counsel, LLC
Oarsman Capital, Inc.
Park Financial Advisors
Schenck Investment Solutions, LLC
Service Financial
Spectrum Investment Advisors, Inc.

Trust Services
AdviseAire

Wealth Management
Alpha Investment Consulting Group, LLC
Boardwalk Financial Strategies LLC
Bronfman E.L. Rothschild
Cleary Gull Inc.
Ellenbecker Investment Group
Next Generation Wealth Management, Inc
Northern Oak Wealth Management, Inc.
PNC Financial Services Group
Sadoff Investment Management
Summit Street Wealth Management
The Private Client Reserve of U.S. Bank
Wells Fargo Private Bank
Windermere Wealth Advisors, LLC