Wealth and Wisdom of Wisconsin

Wealth and Wisdom of Wisconsin Wealth and Wisdom of Wisconsin specializes in strategies which maximize wealth and protection for its clients. Investment Advisory Services offered through O.N.

Our mission is to educate our clients and reveal what's wrong with traditional financial planning, while empowering them to make changes that will benefit their cash flows now and throughout retirement without a change in their current lifestyle. This is done through education, planning, and the coordination of a select group of financial products and services, including insurance, savings and sec

urities. We work with individuals, couples/families, and small businesses:
*Savings
*Investments
*Insurance
*Wealth Coordination
*College Planning
*Estate Planning
*Retirement Planning

It's never too early or too late to get ahold of your finances and to put a financial plan in place. Contact us to see how our services may be of benefit to you or someone else you may know!

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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment Management Company.

Address

8201 Mayo Drive Unit 111
Madison, WI
53719

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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