Financial Advisors and Wealth Management in Manitowoc, WI
Contact
Phone: (920) 683.9901
Fax: (920) 683.9902
Location
4400 Calumet Ave
Suite 201
Manitowoc, WI 54220
Financial Services Offered in Manitowoc, WI
At Merit Financial Advisors in Manitowoc, WI, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- 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
- Cash Flow Modeling
- 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
- Insurance Consultation
- Scenario Planning and Stress Testing
Our Team
Will Casey
Wealth Manager, Partner
Margaret Stokes
Senior Client Service Manager
Atley Gay
Senior Planning Associate
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.