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!

WFA 2022 Recap

As we approach the start of a new year, it’s customary to reflect on the past twelve months and...

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WFA 2021 Recap

As we approach the end of December, it’s customary to reflect and give thanks for many things in...

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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.

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