UMB Private Wealth Management Center

Wausau, Wisconsin

Madison Partners is a financial advisory firm based in Wausau, Wisconsin that offers investment management and retirement planning services through a virtual-first model. The firm employs CFP® professionals and provides custom financial plans delivered via digital platforms, allowing clients to meet with advisors remotely and access accounts through a mobile app. The company uses custodians among major industry providers and serves clients across the United States.

New Berlin, Wisconsin

Du Charme Wealth Management is an investment advisory firm in New Berlin, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Middleton, Wisconsin

Apex Fiduciary Advisors is an investment advisory firm in Middleton, Wisconsin. It acts as a fiduciary. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Ashland, Wisconsin

Insurance-Based

Prudential Financial is an insurance-based firm in Ashland, Wisconsin. Services include Insurance Analysis and Investment Management. Service options include online appointment booking. The office has a wheelchair-accessible entrance. The office is open four days a week.