Merit | De Pere, WI
Contact
Phone: 920.336.8560
Location
116 3rd Street
De Pere, WI 54115
Services Offered
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team

Michael F. Ajango
Wealth Manager, Partner

AJ Mahnke
Wealth Manager

Kim Kielpikowski
Client Service Manager

Danielle Green
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.