Brandt Investment Group

Thun Financial Advisors, based in Shorewood Hills, Village of, WI, is a leading international wealth management firm specializing in serving American expats and cross-border families in over 90 countries. With over $245 billion in combined assets under management advisement as of July 1, 2023, their team of cross-border wealth managers offers expertise in investment management, financial planning, and strategic tax planning tailored to the unique needs of clients living and working abroad. Through their planning-led approach, Thun Financial Advisors helps expats optimize their investments, navigate complex tax laws, and ensure compliance with U.S. regulations. Their services cover a range of financial aspects, including currency risk management, retirement planning, international tax planning, and estate planning for U.S. citizens living abroad, providing comprehensive support to help clients achieve their long-term financial goals while abroad.Generated from the website

Milestone Investment Management LLC is a financial advisory firm based in Lodi, Wisconsin, engaged in providing investment management services to its clients. The company focuses on professional financial stewardship, aiming to assist individuals and organizations in achieving their investment goals. With a commitment to local engagement and community support, Milestone Investment Management LLC emphasizes collaboration and the promotion of financial literacy. Their approach integrates tailored strategies that emphasize both growth and sustainability for their clientele. Generated from the website

Founded in 1931, Virchow, Krause & Company is one of the largest accounting firms in the United States with more than 450 professionals and offices in Illinois, Michigan, Minnesota and Wisconsin. It provides tax, consulting, accounting and assurance, forensic, valuation and litigation services. The firm specializes in handling matters related to insurance, employee benefits, wealth management, mergers and acquisitions and Sarbanes-Oxley compliance. As an affiliate of Baker Tilly International, a global network of independent accounting and consulting firms, the firm offers global marketing, tax planning, business development and project management services. It serves the construction, educational, energy, financial, manufacturing, hospitality, government and health care sectors. Virchow, Krause & Company maintains a location in Janesville, Wis.