Uihlein Financial

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.

Marietta Investment Partners is a Milwaukee-based firm offering personalized investment services in a client-focused environment. The company emphasizes a proactive approach, tailored to individual client financial goals. In addition to their core financial activities, Marietta actively contributes to community initiatives through their Marietta Gives program. The firm regularly publishes market insights and blog content to inform and engage their client community. This description was generated from their website

The Holter Financial Group is an association of professional financial representatives who assist their clients in Illinois and Wisconsin with their financial needs. It is a part of the Northwestern Mutual Financial Network, which is one of the largest direct providers of life insurance products and services in the United States. Founded in 1857, the Northwestern Mutual Financial Network provides asset and income protection, personal needs analysis, investment management, financial planning, estate analysis, trust administration, education funding and employee benefit services. It offers traditional life, health, dental and long-term care insurance plans, in addition to annuities, retirement planning products and savings bonds. The Holter Financial Group maintains a location in Milwaukee.