Investment Management

piles of coins in soil with growing plants
 

Customized Planning. Distinctive Experience.

Whether planning for a secure retirement or designing a strategic investment plan to align with your distinct goals, the team at Waukesha State Bank Wealth Management has the experience and qualifications to help guide you through the full spectrum of opportunities and challenges faced by many investors.

Wealth management often works best when tied to goals or solves a problem. Because no two investors have the same priorities, goals, or views on risk, each investment strategy is personalized and designed to provide you with the clarity and confidence needed to adhere to a long-term investment plan. By taking a holistic approach - one that considers your risk preferences, ethics, tax exposure, assets, family construct, and charitable wishes - we’re committed to helping you achieve a successful financial life.

At Waukesha State Bank Wealth Management, we offer a low-cost, fee-based investment approach, helping to ensure that the advice we provide to our clients is truly independent. Our open-architecture approach allows for highly customized portfolio solutions, tailored to your distinctive needs. Wealth management services also include:

  • Goals-based financial planning, providing a holistic approach that extends beyond just retirement
  • Individual equity (stock) management strategies, with portfolio design and security selection based on in-house research
  • Tax-efficient investment strategies, including tax-loss harvesting, tax-efficient ETF portfolios and capital gain distribution planning
  • Access to low-cost, institutional class mutual funds with no transaction costs
  • Estate planning consultation and coordination
  • Life transition consultation (divorce, death, etc.)
  • Institutional partnerships that provide additional resources in portfolio design

Our professionals consist of CFA Charterholders, CFP® Professionals, AIFs, CISPs, and CPAs who have successfully undergone the rigors involved in earning these prestigious designations. This career commitment reflects our commitment to providing you with a wealth management experience built on integrity, professionalism, and most importantly, trust.

 

Learn more about our investment services. Connect with our Wealth Management team today!

Call (262) 522-7400 or Toll-Free (855) 591-2950 or email WealthManagement@waukeshabank.com

 

Not FDIC insured, not guaranteed by the bank, not a deposit, may go down in value, not insured by any federal government agency.