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

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Neenah, WI
IPI Wealth Management - Neenah

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

09/03/2026

Voting ends tomorrow at 11:59pm. Please Vote for Neenah!!

08/19/2026

Our little Neenah is in the top 25 contenders for Hallmark's Merriest Christmas town ever. Won't you please help us and vote?

07/27/2026

We want to let everyone know that we are safe from the tornado that hit our community today. We pray that everyone in the affected area is okay.

Please check in as you can, to let us know how you are doing.

~Christine, Reyna, Christine M.

07/22/2026

Check you inboxes and mailboxes! Our Summer newsletter has just left our office, with lots on insights on the first half of the year we gear up to tackle the 2nd half of 2026.

You can read the full newsletter on our website: https://www.ipistrategies.com/straight-talk/2026/07/17/363/

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.

06/23/2026

It’s hard to believe we are already at the halfway point of the year. We hope that the first half of your year has been wonderful, and that the second half is just as great.

If anything has come up for you over the past few months, or if you would simply like to check in with us, do not hesitate to reach out.

We are here to support you throughout the season. Give our team a call today, and we can find time to connect.

06/18/2026

Juneteenth commemorates June 19, 1865, when federal troops arrived in Galveston, Texas, two years after the Emancipation Proclamation, to enforce Abraham Lincoln’s order to end slavery in the rebelling state farthest west

It’s been observed as a day to honor this history and celebrate Black culture and resilience, and it officially became a federal holiday in 2021.

In observance of the holiday, our office will be closed on June 19th. We’ll be back on Monday, June 22nd. We hope you have a meaningful and joyful Juneteenth!

06/05/2026

Happy June! Just a quick heads up that our office will be closed next week June 9th - June 12th while our team attends the IPI Summer Conference in St. Louis.

Should you have any needs or questions, please leave us a voicemail or send us an email and we’ll get back to you as soon as we can. Please forgive us any delays in responding. If you have urgent business please reach out to our home office and someone there will be able to assist you.

Have a great week!

05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/19/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option for ages 50+.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

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/

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