Your own financial concierge Comprehensive financial planning & wealth management

Milwaukee family looks for a secure financial future

Next Level financial planning and wealth management advisors will help customize a financial strategy that best aligns with your financial goals. Our team of highly skilled financial specialists and our network of experienced professionals offer you a wealth of knowledge and services with a personal relationship approach.

Why our clients choose us

Collaborative Approach

  • Thorough discovery and active listening helps us understand what matters most to each client
  • A strategic assessment is developed that helps clients understand the current state of their plan as well as opportunities for improvement
  • Clear recommendations for plan design maximization that help break down complexity and ease decision-making


Confidence that comes from clarity and understanding of where your plan is today and what to do

Tailored Guidance

  • A team approach and a complete, total focus on retirement allows for specialization and innovation
  • A comprehensive suite of product, portfolio, participant, and education solutions allow for flexibility and breadth as client's needs change
  • An ability to bring world-class resources to the table to solve for our clients most pressing compliance or participant engagement challenges


Comfort that comes from having a steward and advocate for your plan and your participants

Service Excellence

  • A firm-wide commitment to going above and beyond our clients' expectations around accessibility and responsiveness
  • An unwavering objective of improving the financial wellness of plan participants from initial enrollment to ongoing communication and education
  • Continual monitoring of our clients' plans enables us to survey the landscape and anticipate, prepare, and act where appropriate


Assurance that comes from a long-term working relationship based on trust and understanding

Management Strategies with an Educational Approach

While broad in the wealth of knowledge we provide, our business philosophy is centered on close personal relationships with our clients. We equate this relationship not merely as an investment advisor but more so as a “personal financial coach” who delivers comprehensive financial education and management.

Our highly skilled team of advisors, combined with our network of experienced financial professionals, offers our clients input and access to all segments of the financial world—like a financial concierge. We then offer an educational approach through holistic workplace financial education to help you make wise and informed financial decisions that will help you pursue your financial goals.

Retirement Services Wealth Management

Learn about retirement with RetireU

Education to pursue your financial goals

Complementary and interactive onsite workshops will cover an array of financial topics including financial management, retirement planning, college funding strategies and investment fundamentals. Workshop topics include:

  • Investing—How to get started?
  • Smart decisions for your money as you begin your career
  • Life insurance—The whys and hows
  • Education financing for your children
  • Retirement income planning

For Employers For Employees

Helping you to thrive financially at every stage of life Uthrive

Personalized Financial Advice As You Walk Through Life

Quality financial advice should be available to people of all ages, not just the wealthy. We take a different approach and provide the knowledge, education, and resources to help Young Professionals live the life they want.

  • Educate - Providing tools & resources to pursue financial goals
  • Relate - Help you build the road map to those goals
  • Motivate - Together we can pursue effective improvement in your life
  • Mortgage and Refinancing Calculators
  • Financial wellness programs

Learn More

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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