Wilke Wealth & Investment Planning

Wilke Wealth & Investment Planning We bring customized fee-based wealth management and planning to medical and business professionals. Research and ranking provided by SHOOK Research.

Wilke Wealth is a financial planning firm based in the suburbs of Milwaukee, Wisconsin. With a nationwide client base across several industries, Wilke Wealth specializes in helping physicians, medical professionals, business executives, business owners, and their families execute on not only their goals and dreams, but to help build a plan for safety, growth, and peace of mind in retirement. We sp

ecialize in helping physicians, medical professionals, business executives, and business owners think through ideas and strategies unique to them:
• Managing school debt
• High income tax strategies
• Overcoming shorter time horizon to save for retirement after finishing training
• Investment planning & advisory services
• Other services include: Estate planning, optimization of insurance offerings, education planning for dependents, and multi-generational wealth management



Awards & Recognition
• Forbes Best-In-State Top Financial Security Professionals – 2022-2024*
• Women's Choice Award, WomenCertified Inc. – 2022-2024
• Northwestern Mutual Advisor of the Year – 2016-2023
• Face of Financial Planning, Milwaukee Magazine – 2017-2024
• Million Dollar Round Tables Club, Northwestern Mutual – 2012-2024
• Woman of Distinction, Milwaukee Magazine – 2019
• Featured Speaker, Women of Influence Symposium - 2019
• Voted Milwaukee’s Best Wealth Management Advisor – 2018
• NAIFA Quality Award Recipient, 2017
• Professional Growth and Achievement Award, Northwestern Mutual - 2014
• Woman of the Year, National Associate of Professional Women – 2012-2013


* Forbes Top Financial Security Professionals Best in State List (July 2024). Based upon data as of 12/31/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/03/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. https://www.northwesternmutual.com/life-and-money/ai-boom-powers-sp-500-gains-amid-uneven-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-boom-powers&agentid=088054

Success shouldn’t stop at your career- it should extend to your financial confidence. With the right strategy and suppor...
06/02/2026

Success shouldn’t stop at your career- it should extend to your financial confidence. With the right strategy and support, you can build a future rooted in security, growth, and choice. It starts with taking that first intentional step. READ MORE BELOW!

As a high-performing woman, whether you are a physician, an executive, or a business owner, you are used to taking care of everyone else. You manage your practice, lead your team, and support your family. But who is looking out for your financial future?
Women face a unique financial landscape. We statistically live longer, and many of us face shorter retirement savings horizons due to years of advanced medical training or career transitions. Building a holistic roadmap for safety, growth, and peace of mind in retirement is not just a luxury. It is an absolute necessity.
You do not have to navigate these complexities alone. If you are ready to take control of your financial narrative, here are the prescriptive steps you should take when considering a financial advisory relationship:
1️⃣ Look for specialized expertise. Your financial life is complex. Seek an advisor who understands the nuances of your specific career path, such as managing high-income tax-efficient strategies, handling school debt, or navigating practice transitions.
2️⃣ Demand a values-based approach. Wealth management is about more than just numbers. Ensure your advisor is committed to multi-generational wealth strategies that align with your personal values and family goals.
3️⃣ Prioritize a collaborative relationship. You deserve a partner who listens and provides reassuring, authoritative guidance. Choose a team that makes you feel confident and empowered to retire exactly on your terms.
Your Practical Next Steps: Financial confidence is the result of intentional planning. Your next step is simple but powerful. Take a moment this week to review your current financial trajectory. If you feel uncertain about your retirement income planning or tax efficiency, reach out to a qualified financial advisor to schedule an introductory conversation.
You have worked incredibly hard to build your career. Now, take the steps to ensure your wealth works just as hard for you.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6185BBNCqX

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. https://www.northwesternmutual.com/life-and-money/stocks-rise-on-ai-optimism-while-fed-signals-higher-rates-for-longer-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-optimism&agentid=088054

Honoring the courage, sacrifice, and legacy of those who served and gave everything for our freedom. We remember you thi...
05/25/2026

Honoring the courage, sacrifice, and legacy of those who served and gave everything for our freedom. We remember you this Memorial Day. 🇺🇸

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. https://www.northwesternmutual.com/life-and-money/are-investors-ignoring-iran-energy-crisis-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=are-investors-ignoring&agentid=088054

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

Address

9130 W Loomis Road Ste 1000
Franklin, WI
53132

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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