PCB Wealth Management

PCB Wealth Management PCB Wealth Management is committed to helping you pursue your goals – whatever they may be. Give us a call to set up a time to meet with one of our advisors.

Whether your goals include college education funding, retirement planning, generating income, or reducing taxes, at PCB Wealth Management located at The Peoples Community Bank, we’ve got you covered. We make it easy for you to make the right decisions by offering you access to a comprehensive array of investment products and wealth management strategies under one roof—one stop for all your financi

al needs. Mike, Rob, and Jacob can meet with you at any one of our 6 locations. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. The Peoples Community Bank and PCB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PCB Wealth Management, and may also be employees of Peoples Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Community Bank and Peoples Wealth Management. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
09/02/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
08/26/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Consider a bucket plan to go with your bucket list.
08/19/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/12/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Saving for college doesn’t have to be as complicated as college itself.
08/05/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Even low inflation rates can pose a threat to investmentreturns.
07/29/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Do you have a will? Is it updated?
07/22/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
07/15/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Address

222 W. Commercial Street
Mazomanie, WI
53560

Opening Hours

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

Telephone

+16087952120

Website

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