What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4pm

IPI Wealth Management - Neenah

Home
United States
Neenah, WI
IPI Wealth Management - Neenah

We have been investing in our clients since 1995. We help plan and create strategies that fit your

10/26/2026

We just wanted to provide a quick update that we are currently undergoing some much-needed construction on our roof. It should only be a few days; however, there may be some noise, and it may be a little harder to find parking. We are still very much open and, as always, still here for you!

10/22/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/20/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/15/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/13/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/08/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/06/2026

October is National Financial Planning Month—a timely reminder that steady, thoughtful planning matters, especially when market volatility is top of mind.

Keep coming back throughout the month for planning principles that can help keep long-term goals in focus. Contact our team to learn how our holistic support can strengthen your financial future.

The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/01/2026

Estate planning is an important part of a thoughtful financial strategy—not only for retirees or high-net-worth households, but for people at every stage of life.

During National Estate Planning Awareness Month, we are sharing a quick quiz to help you evaluate your readiness for the uncertainty of the future.

Swipe through this month’s quiz, then consider: are you ready for the future?

The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

09/29/2026

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.00%. But what does this mean for everyday Americans’ finances? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

07/02/2026

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history, service, and shared values that shape our country! We wish each of you a memorable holiday with family and friends.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen and return to regular business hours on Monday, July 6th.

Address

124 W. Wisconsin Avenue
Neenah, WI
54956

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4pm

Website

http://www.ipistrategies.com/

Alerts

Be the first to know and let us send you an email when IPI Wealth Management - Neenah posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to IPI Wealth Management - Neenah: