The Great Recession took a heavy toll on most investors, who lost heavily as the stock market tumbled. Many of those same investors were able to recover at least a portion of their losses when the market rallied again earlier this year.
However, changes are afoot.
The financial services industry has a slew of new federal regulations applied to it, and discretion has been left to enforcement officials. In the interest of staving off deflation, the Federal Reserve is attempting to encourage quantitative easing.
While major tax increases may still be prevented, there are no guarantees.
Now, more than ever, gaining access to high-quality financial advice is crucial to preserving and growing personal wealth.
In this spirit, BizTimes Milwaukee presents its second annual Money Directory. This guide is a resource for businesses and their owners to find service providers in the banking, accounting, estate planning, insurance, investment, wealth management and related industries.
This directory contains information about more than 85 companies, including market served, primary area of focus, assets under management, net worth of a typical client, fee structure and more.
The firms listed in this directory are based in the eight-county southeastern Wisconsin region (Milwaukee, Waukesha, Racine, Kenosha, Walworth, Ozaukee, Washington or Sheboygan counties). This directory is also available at www.biztimes.com/wealth. Entries submitted after the press deadline can be viewed online.
For full listings, visit www.biztimes.com/wealth
