Diversified Wealth Strategies

Brandon Burbach is a Licensed Financial Representative with Primerica serving PEWAUKEE and its surrounding areas.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with over $1 billion of assets under management, offering integrated financial forecasting, portfolio management, and trust services for clients. With a team of experienced professionals, Provident manages separate portfolios of $3 million or more, as well as a proprietary mutual fund, providing families and businesses with a stable and flexible approach to managing their financial affairs.Generated from the website