Equitable Advisors

Our clients interests have always been our priority. We established ourselves independent of big banks and brokerage houses to provide objective, unbiased investment advice to help people meet their financial goals. We build long-term relationships and customize investment portfolios designed to minimize risk and optimize returns. Communications and education are our hallmarks. Savvy investors are our best customers.

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 Glendale – open by appointment only – is here for you, serving the North Shore and surrounding areas of Milwaukee. 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.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brookfield, WI area, Thomas James Wagner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.