Non-deposit products are: not insured by the FDIC;
are not deposits; and may lose value.
At Waukesha State Bank Wealth Management, we are proud to provide personalized strategies and full-service support to help you reach your financial goals with confidence. Whether it is your personal wealth or your business retirement plan, our local team can help guide you every step of the way with expertise, fiduciary responsibility and integrity.
Our expertise covers a variety of needs
Personal Services:
Financial Planning
- A planning process built around your unique goals
- Support through life events with plans tailored to your needs
- Experienced guidance through even the most complex financial decisions
- Customized investment strategies built with our proprietary in-house research
- Deliberate portfolio construction—each strategy plays its intended role
- Experience-driven implementation to help ensure all components work in sync with the rest of the investments
- Direct access to your dedicated portfolio manager
- Proactive concierge service
- Exclusive product offerings, customized credit strategies and specialized account services
- Dedicated Private Banker to oversee your banking relationships
Business Services:
Business Retirement Plan Services
- Strategic retirement plan review and design, including 401(k) plans
- Comprehensive administrative, reporting, and compliance support
- Fee-only services, utilizing low-cost institutional investment options
- Employee education to encourage benefit understanding, participation and retirement readiness
Choosing the right partner matters
With Waukesha State Bank Wealth Management, you gain more than guidance—you gain a local team committed to your long-term success.
- We take the time to understand your unique goals
- We adapt your plans as your needs evolve
- We deliver thoughtful strategies supported by experience, integrity and a personalized approach designed entirely around you
Meet Your Wealth Management Experts
Contact us today to travel a distinctively different path to wealth management.
Rodney Hathaway, CFA
Vice President - Chief Investment Officer
(262) 522-7408
(262) 522-7408
Kelly Savatski, CFP®, AIF
Vice President – Senior Portfolio Manager
(262) 522-7411
(262) 522-7411
Ron Jahnke, CWS®
Vice President – Private Banking Officer
(262) 522-7405
(262) 522-7405
NMLS #: 777858
Annette Klare
Vice President – Retirement Services Relationship Manager
(262) 522-7403
(262) 522-7403