Family Wealth Advisors

Family Wealth Advisors Our mission is to be your trusted advisors. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

We offer comprehensive wealth management services to successful individuals and families through its team of professionals with backgrounds in financial, legal, and tax planning. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Cambridge and Family Wealth Advisors are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

Team pic from the client appreciation event.
08/18/2025

Team pic from the client appreciation event.

We had a wonderful turnout for our client appreciation event and Badger Banks 20th anniversary in JC. Thanks to all tha...
08/18/2025

We had a wonderful turnout for our client appreciation event and Badger Banks 20th anniversary in JC. Thanks to all that came out to celebrate.

A few strategies that may help you maximize your Social Security income.
05/19/2025

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
05/16/2025

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
05/12/2025

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
05/09/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial marke...
05/07/2025

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | May 2025 U.S. Markets Stocks were mixed as buyers emerged late in the month, thanks to solid corporate reports and unexpected trade news. The Standard & Poor’s 500 Index declined 0.76 percent while the tech-heavy Nasdaq Composite rose 1.26 percent. The Dow Jones Industria...

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
05/05/2025

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/02/2025

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
04/28/2025

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

With great wealth comes even greater questions. Learn more in our article.
04/25/2025

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
04/21/2025

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Address

545 Village Wall Lane, Suite C
Johnson Creek, WI
53038

Opening Hours

Monday 9am - 4:30am
Tuesday 9am - 4:30am
Wednesday 9am - 4:30am
Thursday 9am - 4:30am
Friday 9am - 4:30am

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