Back to all locations

Wealth Plan

  • (920) 336-8560
  • 116 Third St., De Pere, WI, 54115
  • Website
Map for 116 Third St., De Pere, WI, 54115

As an independent advisory firm we offer you unlimited options for individual and business planning.  Our dedication to earning your trust is reflected in our loyalty to you.  One-on-one regular meetings keep us informed and equipt to plan for any of life’s unexpected events.  Our client is always our number one priority.

Our personal team approach allows you to get your questions answered in a timely fashion whether it be face-to-face or through technology.

We offer:

  • IRA’s and Roth IRA’s
  • 401k / Simple Plans
  • College Funding
  • Fee-Based Investment Advisory Services
  • Life Insurance
  • Annuities
  • Retirement Planning
  • Estate Planning