Helping you manage financial anxiety as you navigate through life’s transitions
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Who We Are
For over 30 years, The MilWealth Group has provided investment advisory and financial planning services for individuals and families. Our primary, fee-only service provides ongoing investment management for over $350M in client assets leveraging our proven financial planning approach.
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Founded in 1995, The MilWealth Group is an independent financial planning and investment advisory firm in Southeastern Wisconsin. We provide our clients with services in key areas of their personal financial lives: Financial Planning, Tax Analysis & Investment Management. This approach allows us to craft better financial options and deliver more integrated decisions to our clients.
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