Wealth Management
Stay informed on wealth management news and strategies for professionals in Milwaukee.
Sherman Phoenix Foundation looks to spread its wings in 2024
When Juli Kaufmann and JoAnne Sabir teamed up in late 2016 to redevelop a fire-damaged bank in a riot-ravaged...
Pewaukee-based Shakespeare Wealth Management names new president
Financial planner Andrea Bulen has been named president and partner for Pewaukee-based financial planning firm Shakespeare Wealth Management.
Bulen became...
Viewpoints: Top local business stories to watch in 2024
Happy New Year! As the new year begins, here are the top stories that we will be watching closely...
Wind Point lakefront home sold for $3.1 million
A 13,120-square-foot home along Lake Michigan in the Racine County village of Wind Point has been sold for $3.1...
Viewpoints: The biggest local business stories of 2023
When 2023 began, many were expecting a bumpy ride and an economic recession. But the U.S. economy was resilient,...
Frank Lloyd Wright-designed home on Milwaukee’s East Side sold for $1.7 million
The Frederick C. Bogk House in Milwaukee, designed by architect Frank Lloyd Wright, has been sold for $1.7 million,...
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Herman Uihlein Mansion on Lake Drive in Whitefish Bay sold for $3.9 million
The Herman Uihlein Mansion, a 13,700-square-foot home on Lake Drive in Whitefish Bay, has been sold for $3.9 million,...
Bradley Foundation awarded $15.7 million in grants to Wisconsin organizations in 2023
The Lynde and Harry Bradley Foundation gave $15.7 million in grants to organizations in Milwaukee and throughout Wisconsin in...
Area home sales dip in November
Home sales in the four-county metro Milwaukee area were down 0.8% in November and in the greater seven-county southeastern...
See award-winning local entrepreneurs tell the story of their journey
BizTimes Media recently recognized some of southeastern Wisconsin’s top entrepreneurs and most innovative companies at its annual Innovation + Entrepreneurship...
