Our Suite of Financial Planning Services
Investment
Management
Tax
Planning
Divorce
Planning
Insurance
Planning
Retirement
Planning
Estate
Planning
Our Commitment to You AS TRUSTED FINANCIAL PLANNERS
At WFA Asset Management Corporation, our Milwaukee-based, fee-only investment & retirement advisors are committed to assisting you as you strive to achieve your financial goals. This responsibility is both a commitment and an honor. It defines who we are as a company.
Offering a small-town feel to the “millionaire next door”, our CPAs and CERTIFIED FINANCIAL PLANNERS™ use objective research when providing unbiased advice tailored to your investment and income tax situation as you navigate life-changing events like a new job, an expanding family, retirement, or receipt of an inheritance. By helping you navigate these life obstacles as well as standard market volatility so you can live a happy, comfortable life, you will also create a financial legacy for your loved ones.
Asset Management For You And The Generations To Come
Our team is always working diligently to ensure our clients receive the best possible advice for their individual situation, whether it’s diversifying a portfolio or helping younger generations manage inherited wealth. We maintain our commitment further through continuing education, both ours and yours through:
- Regular communication that interprets changes in economic metrics/markets
- Comprehensively analyzing regulatory matters so you can understand how new legislation affects your investments and financial goals
- Enhanced service offerings that incorporate online tools to provide 24/7 access to portfolio activity
- Consolidating account information so you can better understand both big picture and granular metrics
We will help you weather the storm
The Secure Act Changed Distribution Rules
The SECURE Act of 2019 requires non-eligible beneficiaries (i.e. a child, Trust, or charity) of inherited retirement accounts such as an IRA, Roth IRA, and 401(k) to distribute the balance within ten years of the decedent’s death. Let’s talk about tax strategies and estate plans to accommodate this change.
