WFA HAPPENINGS
WFA wants to ensure that our clients are fully informed on relevant company specific information regarding things such as staff spotlights, company events and more. Be sure to stay up to date on all WFA Happenings!
Congratulations to Jake Janicek on his promotion to Senior Tax Adviser
WFA Asset Management is excited and proud to announce Jake Janicek’s recent promotion to Senior...
WFA 2022 Recap
As we approach the start of a new year, it’s customary to reflect on the past twelve months and...
Jake Janicek Receives Enrolled Agent Designation
WFA Asset Management Corporation is proud to announce that Tax Advisor Jake Janicek has received...
WFA Office Renovation
We are incredibly excited to share that our WFA office renovation is complete! We've spent the...
Marilou Davido Receives CDFA® Certification
WFA Asset Management Corporation is proud to announce that shareholder Marilou Davido has added...
WFA 2021 Recap
As we approach the end of December, it’s customary to reflect and give thanks for many things in...
Congratulations Marilou Davido
WFA Asset Management Corporation is proud to announce that Vice President Marilou Davido, CPA, CFP...
Providing Financial expertise to Southeastern Wisconsin and Beyond
Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.
Navigating the Financial World
Our team helps you navigate the complexities of the financial world so you can make decisions with confidence. Learn from our knowledge and expertise as you continue your journey towards financial independence.
Learn more by scheduling a free consultation.