Core Health Group

Annex Wealth Management is a full-service wealth management company based in Mequon, WI, offering a range of services including financial and retirement planning, investment management, insurance assessment, tax preparation, and estate planning. Committed to providing personalized services tailored to each client's needs, Annex Wealth Management also gives back through the Annex Charitable Foundation and shares valuable insights through podcasts and weekly updates, with locations in Wisconsin, Illinois, and Florida. Generated from the website

Front Porch Financial Management LLC is a financial services firm based in Mequon, WI. Specializing in personalized financial planning and investment management, the company aims to assist clients in achieving their long-term financial goals. With a focus on building lasting relationships and providing sound financial guidance, Front Porch Financial Management LLC strives to empower individuals and families to make informed decisions about their finances. The company's approach is rooted in transparency, integrity, and a commitment to client success. Generated from their business information

HistoryMilwaukee Private Wealth Management, Inc. was founded in 2007 by Jeff Geygan. The firm offers Investment Research & Advisory services to high net worth investors and institutions. It utilizes a value-oriented investment philosophy with a focus on individual stock and corporate bond analysis.SpecialtiesSpecialties include: Taking an Activist role on behalf of shareholders to influence company management and board of directors, when necessary. Fostering ongoing contact with a company's senior management which creates opportunities to voice ideas and provide business and financial input. Invests in diverse industry groups and companies of any size. Willing to own domestic or foreign companies as long as economics are sensible and valuations are attractive. Have a deep expertise in financial statement analysis which creates a competitive edge in the marketplace. Holds relatively few securities that are closely monitored followed and well understood. This allows the firm to concentrate only on best ideas. Advises clients from all corners of the globe.