Welcome to Financial Wealth Management, LLC

Financial Wealth Management, LLC is an independent financial services firm committed to helping you improve your long-term financial success. We are fee-based advisors specializing in retirement planning and asset management while delivering an unprecedented level of personal service.

"Our clients are the foundation of our business. We will always strive to serve their best interests."

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 608-276-9691. We look forward to hearing from you.

Our Services

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an add...
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Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by invest...
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Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interf...
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Meet Your Team

Dan is President of Financial Wealth Management and a member of the Firm’s investment committee. He has been assisting individuals and business owners with financial planning and asset management for over 35 years. Dan has a degree in Finance from the University of Wisconsin – Madison and is a CERTIFIED...
As Senior Vice President, Sara is responsible for the day-to-day operations of the Firm, including proper processing of account paperwork, assuring compliance with all federal, state and firm rules and regulations, and assisting clients with service requests. Sara has been assisting clients for over 25 years - many of which...
Kyle graduated from the University of Wisconsin – Wisconsin School of Business with a Bachelors degree in Finance in May 2011. He also attained his Master of Science in Personal Financial Planning from the College for Financial Planning in June 2014 and is a CERTIFIED FINANCIAL PLANNER TM Professional. He...
As Client Relationship Associate, Katie is responsible for providing support to clients by organizing and ensuring proper completion of all client paperwork, following up on client service issues, preparing reports, preparing for and scheduling client and prospective client meetings, and maintenance of client files. She joined Financial Wealth Management in...

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