Located in Whitefish Bay, Wisconsin.

Now is the time to start

We are committed to our goal of helping our clients take control of their financial lives.

Investment Manager

A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client.

Tax Planning

Retirement Planning

Successful retirement planning is based on analyzing accurate information regarding each client’s particular situation and goals.

Estate Planning

Anyone who owns property; a home, a car, a bank account, investments, a retirement plan, personal belongings, etc. needs an estate plan.

Security

Our team of financial investment, tax, and estate planning advisors is here to ensure you have the security and stability to provide peace of mind, while achieving and enjoying your financial success.

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Commitment

At WFA Asset Management Corporation, we are committed to assisting our clients as they strive to achieve their financial goals. This responsibility is both a commitment and an honor. It defines who we are as a company. Implicitly, we pledge to place the needs of our clients first, and to offer advice that is free from conflicts of interest.

Our advice focuses on providing our clients with unbiased guidance to clarify their long-term investment objectives, to create sound investment plans, and to use objective research in determining ultimate investment decisions. We maintain our commitment further through continuing education, in order to stay current on financial and regulatory issues affecting our clients.

By staying committed to our goal of helping clients take control of their financial lives and by striving to provide the very highest standard of service, we seek to remain worthy of the great trust our clients place in WFA Asset Management Corporation, and in each of us.