Personal Attention. Team Approach.

You need someone who understands your financial story, along with a team who can guide it forward.

We See the Big Picture

Your financial goals are personal. We get to know you, your family, lifestyle, and future goals to help you plan for today and years down the road.

When you work with our team of experienced private banking and wealth management advisors, you’ll have confidence knowing decisions are made with your entire financial life in mind.

Take your next step in confidence as you - 

  • Send your child off to college 
  • Prepare for changes in your career or business 
  • Transition to retirement 
  • Protect your assets and your loved ones

Because what matters to you, matters to us.

madison wealth team

Help Us Get to Know You

What You Can Expect from Our Team

Local Access

Count on a go-to team of financial advisors in your own community – here when and where you need us.

Concierge Service

Take the stress out of managing your money when you work with a dedicated private banker who will connect you with a team of wealth management advisors.

A Comprehensive View

We approach your finances from multiple angles, so you don’t have to worry about missing a thing. With a full-service team on your side, you can have be certain that every aspect of your financial life is accounted for.

Personalized Solutions

We go beyond the surface of your finances to uncover a deep understanding of you, your goals and how you can overcome challenges and maximize opportunities. From there, we’ll match you with innovative banking, wealth and insurance solutions that are unique to you.

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We Help You Make Life Happen

Whether you’re welcoming a new grandchild, considering a new investment property, navigating your retirement timeline – or anything in between – you will understand how the next chapter fits into your financial plan.

As your needs shift and your assets grow more complex, your dedicated private banker will work alongside a team of wealth management advisors to provide you with tailored financial solutions and ongoing advice to ensure your plans stay on track.

Together, we’ll help you –

Plan for your future with confidence.

Learn more about planning for retirement

Take care of your loved ones.

Learn more about how to to create a secure financial future for you and those you love most. 

Understand how your career goals and finances intersect.

Learn more about how to prepare financially for the unexpected and evaluate options should you change jobs, start a business or otherwise need to protect your income. 

Execute on your long-term business strategy.

Learn more about smart advice and inspirational ideas from experts to help you plan the big decisions for your company or organization. 

Buy or sell your home.

Learn more about how to feel confident and secure in your financial decisions as you plan for your family's future. 

Get to Know Our Team

madison wealth team

Local Strength & Stability: More than 50 years serving WI

Certifications: CWS® CFP® CFA® CTFA® designations along with advanced degrees

Average Years of Experience: 20+ years

Assets Under Administration: $15 billion

Specialties: Wealth Strategy, Retirement and Financial Planning, Business Succession Planning, Estate Planning

As a privately held family-owned business, we are uniquely positioned to help you uncover and craft your story.

Interested in learning more?

VIEW OUR STORY

This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security or investment. All information presented is considered accurate at the time of publication but no warranty of accuracy is given and no liability with respect to any error or omission is accepted. Charts and graphs, in and of themselves, should not be used as a basis for investment decisions. Past performance is not a guarantee of future results.

Complementary investments introduce risks that are different from more traditional investments and may require certain investor qualifications. These risks include more speculative strategies that may increase volatility and the risk of investment loss, illiquidity, lack of pricing or valuation information, complex tax structures and delays in distributing important tax information. Additionally, complementary investments often have more complex and higher fee structures than traditional investments. Higher fees reduce investor returns.

Johnson Financial Group is the parent company and brand name for its subsidiaries, Johnson Bank, Johnson Wealth Inc., and Johnson Insurance Services, LLC. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at https://www.adviserinfo.sec.gov/. Johnson Financial Group and its subsidiaries do not provide legal or tax advice.