Jacobus Wealth Management

Charter Capital Management, based in Wauwatosa, WI, has been providing independent investment management services for over 45 years. As a fiduciary, they are committed to always acting in the best interests of their clients, offering fee-only services aligned with the value of managed assets. With a team approach to client services and a focus on individual wealth management, Charter Capital Management combines portfolio management expertise with tax and financial planning to deliver customized solutions tailored to each client's unique needs. Their long-standing history and dedication to objectivity make them a trusted partner in financial advisory services.Generated from the website

Affiliated Financial Advisors is a reputable financial services firm based in Milwaukee, WI. Specializing in personalized financial planning and investment management, the company aims to assist clients in achieving their long-term financial goals. Generated from their business information

American Financial Services, operating under the Lindow brand in Brookfield, WI, specializes in providing tailored insurance solutions for both personal and business needs. With a commitment to understanding the unique challenges of living and working in Wisconsin, their experienced independent agents deliver customized plans to meet individual client requirements. The company boasts a robust partnership with over 40 insurance carriers, ensuring comprehensive coverage options that address the distinct lifestyle and business environments in Wisconsin. Beyond standard insurance offerings, clients benefit from additional resources, including free legal and business advice, enhancing the support provided by the Lindow team. Generated from the website