About Us

Introduction

At WFA Asset Management Corporation, we are grateful to our many clients who have supported our growth over the years. Located in Whitefish Bay, Wisconsin, our full service investment and financial advisory staff includes investment advisors and tax advisors including Certified Financial Planners (CFP®). All of our professionals are committed to providing the highest quality financial services to meet your needs.

CFP® and Certified Financial Planner are symbols used to identify an elite group of financial advisors who have met the ethical, educational and experience standards established by the International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP®). The IBCFP® owns the marks CFP® and Certified Financial Planner and authorizes qualified financial planners to use them. These planners are referred to as CFP® registrants.

In addition to comprehensive financial planning, which includes retirement planning, estate planning and tax planning, we provide investment advisory services. Our investment success can be attributed to our focus on investment allocation, rather than market timing. We develop well-diversified portfolios of stock and bond mutual funds, with exposure to the U.S. market and developed international markets. Investing globally, including the U.S., enables us to achieve maximum returns while minimizing risk.