Wealth and Wisdom of Wisconsin specializes in strategies which maximize wealth and protection for its clients. This is done through education, planning, and the coordination of a select group of financial products and services, including insurance, savings and securities. We work with individuals, couples/families, and small businesses: *Savings *Investments *Insurance *Wealth Coordination *College Planning *Estate Planning *Retirement Planning It's never too early or too late to get ahold of your finances and to put a financial plan in place. Contact us to see how our services may be of benefit to you or someone else you may know! ---- Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment Advisory Services offered through O.N. Investment Management Company.
Our mission is to educate our clients and reveal what's wrong with traditional financial planning, while empowering them to make changes that will benefit their cash flows now and throughout retirement without a change in their current lifestyle.
Monday: 08:00 - 17:00