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
Annex Wealth Management, LLC
Bank Mutual
Boardwalk Financial Strategies LLC
Chortek LLP
Cleary Gull Inc.
CliftonLarsonAllen Wealth Advisors, LLC
Dufek & Company, LLC
Emory & Co., LLC
Falcons Rock Investment Counsel, LLC
Financial Service Group, Inc.
Highland Investment Advisors, LLC
InvestorsBank
Komisar Brady & Co., LLP
Lake Country Wealth Management
Law Office of Dean P. Delforge, S.C,
Next Generation Wealth Management, Inc
Northern Oak Wealth Management, Inc.
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Paladin Partners, LLC
Park Financial Advisors
PJS Investment Management, Inc.
PNC Financial Services Group
Reinhart Boerner Van Deuren s.c.
Sadoff Investment Management
Schenck Investment Solutions, LLC
Service Financial
Sims Capital Management LLC
Spectrum Investment Advisors, Inc.
Terrence Rice, CPA
The Private Client Reserve of U.S. Bank
The Schroeder Group, S.C., Attorneys at Law
Walny Legal Group LLC
Wells Fargo Institutional Retirement
Windermere Wealth Advisors, LLC
Witt Actuarial Services, LLC
Y.K. Insurance and Financial Services
Category Listings

Accounting
Chortek LLP
Dufek & Company, LLC
Komisar Brady & Co., LLP
Terrence Rice, CPA

Banking
Bank Mutual
Emory & Co., LLC
InvestorsBank
PNC Financial Services Group
Wells Fargo Institutional Retirement

Estate Planning
Law Office of Dean P. Delforge, S.C,
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Reinhart Boerner Van Deuren s.c.
The Schroeder Group, S.C., Attorneys at Law
Walny Legal Group LLC

Financial Planning
Financial Service Group, Inc.
Lake Country Wealth Management
Paladin Partners, LLC
Y.K. Insurance and Financial Services

Insurance
Witt Actuarial Services, LLC

Investments (Individual and/or 401k)
Falcons Rock Investment Counsel, LLC
Park Financial Advisors
PJS Investment Management, Inc.
Schenck Investment Solutions, LLC
Spectrum Investment Advisors, Inc.

Trust Services
AdviseAire

Wealth Management
Aegis Wealth Advisors, LLC
Annex Wealth Management, LLC
Boardwalk Financial Strategies LLC
Cleary Gull Inc.
CliftonLarsonAllen Wealth Advisors, LLC
Highland Investment Advisors, LLC
Next Generation Wealth Management, Inc
Northern Oak Wealth Management, Inc.
Sadoff Investment Management
Service Financial
Sims Capital Management LLC
The Private Client Reserve of U.S. Bank
Windermere Wealth Advisors, LLC