What are some popular wealth management services?

Wealth management services offered by a wealth manager in Kenosha County, WI can be quite comprehensive. A wealth manager can provide investment advice, financial planning, estate planning, and tax planning services to clients. Specifically, in Kenosha County, WI, a wealth manager can help clients navigate the unique tax laws and regulations that apply to Wisconsin residents. Additionally, Kenosha County is home to a diverse range of industries, including healthcare, manufacturing, and tourism, which can present unique investment opportunities for clients. A wealth manager can help clients identify and capitalize on these opportunities while also managing risk and ensuring a diversified portfolio. With their expertise and experience, a wealth manager in Kenosha County, WI can provide clients with tailored wealth management solutions that help them achieve their financial goals.

What are people saying about wealth management services in Kenosha County, WI?

Kenosha County, WI is the ideal location to seek a wealth manager due to its thriving economy and diverse community. Its proximity to Milwaukee and Chicago provides access to a wide range of investment opportunities, while its local businesses and industries offer unique investment options. The county's high quality of life and strong sense of community make it an attractive location for investors seeking long-term growth. Furthermore, Kenosha County's commitment to sustainability and environmental stewardship make it a leader in socially responsible investing. With its rich history and promising future, Kenosha County is the perfect place to find a wealth manager who can help you achieve your financial goals.

What does a wealth manager do?

A wealth manager in Kenosha County, WI is responsible for providing financial advice and investment strategies to high-net-worth individuals and families. With a deep understanding of the local economy and market trends, they help their clients navigate the complex world of finance and achieve their long-term financial goals. In Kenosha County, WI, a wealth manager must be well-versed in the unique challenges and opportunities of the region. From the bustling industrial sector to the thriving tourism industry, the county offers a diverse range of investment opportunities. With a keen eye for detail and a comprehensive understanding of financial markets, a wealth manager in Kenosha County, WI can help their clients make informed decisions and build a secure financial future.

When should you get a wealth manager?

Kenosha County, WI residents should consider reaching out to a wealth manager when they're looking to grow their assets and secure their financial future. With its rich history and diverse economy, Kenosha County is a hub for manufacturing, healthcare, and retail industries. However, navigating the complex financial landscape of these industries can be daunting, especially for those with limited financial knowledge or experience. A skilled wealth manager can help residents develop a personalized financial plan that aligns with their long-term goals and risk tolerance. From investment strategies to retirement planning, a wealth manager can provide valuable insights and guidance to help Kenosha County residents protect and grow their wealth. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, now more than ever, residents need to take proactive steps to secure their financial future. A wealth manager can help them navigate the uncertainty and volatility of the markets and make informed decisions that will set them up for success.

How do I choose the right wealth manager?

A wealth manager in Kenosha County, WI must possess a diverse set of qualities to effectively manage their clients' financial portfolios. Firstly, they must possess a deep understanding of the unique economic landscape of Kenosha County, WI, which is characterized by a diverse range of industries, including manufacturing, healthcare, and retail. Additionally, they must have a keen eye for detail and be able to analyze complex financial data to make informed investment decisions. Furthermore, they must possess excellent communication skills to effectively communicate with clients and understand their financial goals and risk tolerance. In addition to these qualities, a wealth manager in Kenosha County, WI must also stay up-to-date with the latest trends and developments in the financial industry to ensure their clients' portfolios remain competitive and profitable. Overall, a wealth manager in Kenosha County, WI must possess a unique blend of technical knowledge, communication skills, and industry expertise to effectively manage their clients' wealth.

What are the best wealth management firms in Kenosha County, WI?

Kenosha County, WI is home to some of the top wealth management firms in the state. These firms are known for their exceptional financial planning and investment management services that cater to the unique needs of their clients. With a population of over 169,000 people, Kenosha County is a bustling area that offers a diverse range of industries and businesses. The wealth management firms in the area have a deep understanding of the local economy and the challenges that come with managing finances in a rapidly changing market. They offer comprehensive solutions that help clients navigate the complexities of investing and financial planning. From retirement planning to estate planning, these firms are dedicated to helping clients achieve their financial goals and secure their future. With their expertise and knowledge, they have earned a reputation as some of the most trusted advisors in the region.

How do wealth managers get paid?

Wealth managers in Kenosha County, WI receive compensation in various ways. One common method is through a fee-based structure, where clients pay a percentage of their total assets under management. Another approach is commission-based, where wealth managers receive a percentage of the products they sell, such as stocks or mutual funds. In Kenosha County, WI, wealth managers may also receive compensation through a hybrid model, which combines both fee-based and commission-based structures. This approach allows clients to choose the compensation method that best suits their needs and preferences. Furthermore, wealth managers in Kenosha County, WI may also receive bonuses or incentives for meeting certain performance targets or bringing in new clients. Overall, the compensation structure for wealth managers in Kenosha County, WI is diverse and adaptable to the specific needs of clients.

Find the Best Wealth Management Services in Kenosha County, WI

Connect With a Wealth Manager

List of Firms

Kenosha County, WI Wealth Management Firms

T. Heller Financial Services

1 out of 5

6520 67th St, Kenosha, WI 53142, USA

(262) 925-6440

http://thellerfinancial.com/

Directions

Northwestern Mutual Financial

1131 Prairie Dr # 100, Mt Pleasant, WI 53406, USA

(262) 619-7669

https://www.northwesternmutual.com/

Directions

Prophet Asset Management Inc

5 out of 5

708 57th St, Kenosha, WI 53140, USA

(262) 657-5555

http://www.prophetwealth.com/

Directions

Kim Vogel - Thrivent

3 out of 5

6121 Green Bay Rd STE 205, Kenosha, WI 53142, USA

(262) 656-1710

https://connect.thrivent.com/kim-vogel?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4Nzc2MTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

John McCullough - Raymond James

6905 Green Bay Rd, Kenosha, WI 53142, USA

(262) 597-7185

http://mcculloughsparkswealth.com/

Directions

Johnson Financial Group

SEC File# 801-79223

CRD# 125101

7500 Green Bay Rd, Kenosha, WI 53142, USA

(262) 697-7265

https://www.johnsonbank.com/

Directions

Where Wealth Management Advisors in Kenosha County, WI Serve

Kenosha County, located in southeastern Wisconsin, is a vibrant and diverse community bursting with landmarks, top employers, major highways and streets, and unique neighborhoods. Home to the iconic Kenosha HarborMarket and the historic Kenosha Public Museum, the county boasts a rich cultural heritage and a strong commitment to community involvement. Top employers in the area include the Kenosha Unified School District, Aurora Health Care, and Amazon, providing ample opportunities for employment and career advancement. The county is easily accessible via major highways, including Interstate 94 and Highway 50, and is dotted with bustling streets and neighborhoods, such as downtown Kenosha and the charming village of Pleasant Prairie. Overall, Kenosha County is a dynamic and thriving community, offering something for everyone and serving as a hub of innovation and growth in the region.

Nearby Locations

Altoona, WI Appleton, WI Brookfield, WI Brown County, WI Calumet County, WI Cedarburg, WI Dane County, WI De Pere, WI

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kenosha County, WI can benefit from a bank in several ways. For starters, banks offer a plethora of financial services, such as checking and savings accounts, loans, and credit cards, that can help individuals manage their money and achieve their financial goals. Additionally, banks provide access to ATMs and online banking, which can make banking more convenient and accessible for residents of Kenosha County, WI. Moreover, banks can help stimulate the local economy by providing loans and other financial support to small businesses, which are an essential part of the community in Kenosha County, WI. Lastly, banks can help residents of Kenosha County, WI plan for their future by offering investment and retirement accounts that can help them save for their long-term financial goals. With its diverse population and thriving business community, Kenosha County, WI is a unique and dynamic place that requires a bank that can offer tailored financial solutions to meet its residents' needs.

Insurance Broker

Residents of Kenosha County, WI can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance market, ensuring that they get the best coverage for their specific needs. This is particularly important in Kenosha County, where the healthcare landscape is constantly evolving, with new providers and plans entering the market regularly. Secondly, an insurance broker can help residents save money by identifying cost-effective insurance options that still provide adequate coverage. This is especially important for residents of Kenosha County, where the cost of living is relatively high compared to other areas of the state. Lastly, an insurance broker can provide peace of mind by ensuring that residents have the coverage they need in the event of an unexpected illness or injury, which is particularly important in Kenosha County, where the population is relatively diverse and includes many individuals with complex healthcare needs.

Retirement Planning

Residents of Kenosha County, WI can benefit from a retirement planner in several ways. Firstly, a retirement planner can help individuals in Kenosha County, WI set realistic retirement goals and create a personalized plan to achieve them. Secondly, a retirement planner can help residents of Kenosha County, WI navigate the complex world of retirement savings options and choose the best investment vehicles for their unique circumstances. Additionally, a retirement planner can help residents of Kenosha County, WI navigate the often-confusing world of Social Security and Medicare, ensuring that they are maximizing their benefits and avoiding costly mistakes. Moreover, with Kenosha County's growing population of retirees, a retirement planner can provide valuable guidance on how to manage healthcare costs, long-term care planning, and estate planning. Overall, a retirement planner can provide residents of Kenosha County, WI with the peace of mind that comes from knowing that they have a solid plan in place to achieve their retirement goals and enjoy their golden years.

Financial Advisor

Residents of Kenosha County, WI can benefit from the services of a financial advisor in numerous ways. Firstly, given the county's high median household income of $62,000, a financial advisor can help individuals create a personalized budget that aligns with their income and expenses. Additionally, Kenosha County residents may seek advice on investing in the local economy, which is largely driven by manufacturing and healthcare industries. A financial advisor can provide insights on the best investment options that align with their clients' financial goals and risk tolerance. Furthermore, with the county's proximity to Chicago and Milwaukee, residents may also require guidance on estate planning and retirement. A financial advisor can help individuals navigate complex financial regulations and create a comprehensive plan for their future. Overall, the services of a financial advisor can greatly benefit residents of Kenosha County, WI, by providing tailored financial advice that aligns with their unique financial situation.

Mortgage Loan Officer

Residents of Kenosha County, WI would greatly benefit from the assistance of a mortgage loan officer in a multitude of ways. With a population of over 169,000 people, Kenosha County is home to a diverse group of individuals with varying financial backgrounds and needs. A mortgage loan officer can provide personalized guidance to residents looking to purchase their first home, refinance an existing mortgage, or obtain a loan for home improvements. Additionally, with the county's proximity to both Milwaukee and Chicago, many residents may be interested in investment properties or second homes. A mortgage loan officer can help navigate the complex process of securing financing for these types of properties. Furthermore, Kenosha County has a growing population of young professionals and families, and a mortgage loan officer can assist with programs such as FHA loans and down payment assistance programs, making homeownership more accessible to those who may not have a large down payment saved.

Tax Services

Residents of Kenosha County, WI can benefit from the expertise of a tax advisor in numerous ways. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. In addition, a tax advisor can provide guidance on investment strategies that can help residents minimize their tax liabilities. For example, residents of Kenosha County, which is located in southeastern Wisconsin and borders Illinois, may benefit from advice on tax-efficient investing in light of the state's high income tax rates. Moreover, a tax advisor can help residents navigate complex tax laws and regulations, particularly those related to small business ownership or real estate investments. By working with a tax advisor, residents of Kenosha County can optimize their tax strategies and minimize their tax burdens, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Kenosha County, WI can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after their death. This is particularly important in Kenosha County, WI, where the median household income is $61,310, and the cost of living is higher than the national average. An estate planning lawyer can also help residents with setting up trusts, which can be used to protect their assets and minimize tax liabilities. Additionally, they can assist with creating powers of attorney, which designate someone to make financial and medical decisions on their behalf if they become incapacitated. With the help of an estate planning lawyer, residents of Kenosha County, WI can ensure that their wishes are carried out and their loved ones are protected.

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