Medina Mutual Insurance

Wispact Inc. is a private nonprofit organization based in Madison, WI that has been dedicated to improving the lives of people with disabilities across Wisconsin since 2003. They manage special needs trusts, which help preserve the assets of individuals with disabilities without jeopardizing their eligibility for public benefits or placement on waiting lists, providing them with more choices, opportunities, and a better quality of life. With a focus on enhancing the well-being of people of all ages with disabilities, Wispact administers both pooled and community special needs trusts for over 3,000 individuals throughout the state. Their personalized and compassionate service, as testified by beneficiaries, ensures quick and efficient processing of distribution requests, making a positive impact on the lives of those they serve.Generated from the website

Mercer Advisors Madison team has served families, including many with multigenerational wealth, for 24 years and counting. By coordinating Family Office Resources, we help clients navigate risks and plan for worst-case scenarios, so they can focus on achieving financial freedom and creating a meaningful, purpose-filled legacy. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.