About Us
The professionals at WFA Asset Management Corporation (WFA) stand ready to help you take control of your finances. We put our expertise to work on your behalf and spare no effort as you undertake the journey towards greater financial independence.
WEALTH AND ASSET MANAGEMENT
At WFA Asset Management Corporation, our wealth and asset management advisors are committed to assisting you in reaching your financial goals. We work with you to create a financial plan that aligns with the current state of the market and your objectives. Wanting to live a happy, financially comfortable life is a shared goal for a lot of our clients. Let WFA help you get there. Schedule a consultation today.
Our Past
WFA Asset Management Corporation (WFA) traces its origin to the mid-1980’s, and a company named Wisconsin Financial Advisors, Inc., located in a small office building on S. Kinnickinnic Avenue in Milwaukee. Wisconsin Financial Advisors was an econometrics firm that provided mathematical analysis for the equitable division of future pension benefits and other financial assets to law firms and their clients involved in divorce litigation. Wisconsin Financial Advisors’ success was immediate.
Our Present
In 1986, WFA was born to fill the Investment and Financial Planning needs created by the success of Wisconsin Financial Advisors. Today, WFA has grown into a full service investment and financial advisory firm that staffs industry licensed Investment Advisers and Tax Advisers. All of our professionals are committed to providing the highest quality financial services to meet our client’s expectations.
Your interests come first—always
WFA is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). As such, we have a fiduciary duty to our clients to act in their best interests and to provide unbiased and objective investment advice. We owe our clients a duty of undivided loyalty and utmost good faith.
WFA also applies the CFP Board’s Code of Ethics and Standards of Conduct; reflecting our commitment to act with honesty, integrity, competence, and diligence.
Providing Financial expertise to Southeastern Wisconsin and Beyond
Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.
Navigating the Financial World
Our team helps you navigate the complexities of the financial world so you can make decisions with confidence. Learn from our knowledge and expertise as you continue your journey towards financial independence.
Learn more by scheduling a free consultation.