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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 - 

  • Set financial goals for you and your family 
  • Prepare for changes in your career or business 
  • Prepare for and transition to retirement 
  • Protect your assets and your loved ones

Because what matters to you, matters to us. Learn more

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Help Us Get to Know You

What You Can Expect from Our Team

Local Partners

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

Concierge Service

Simplify managing your money and financial plan when you work with a dedicated team including your private banker and 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 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.

We Help You Make Life Happen

Whether you’re welcoming a new grandchild, considering a second home, 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 team can 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.

Whether you are just starting to save, ready for retirement, or anywhere in between, we can help you realize the retirement you’ve always imagined.

Take care of your loved ones.

Your family's needs are important. Understand the steps you can take today to create a secure financial future for you and those you love most.

Understand how your career goals and finances intersect.

Our team is uniquely positioned to partner with you as you 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.

Smart advice and inspirational ideas from experts to help you plan the big decisions for your company or organization.

Find the mortgage that fits your needs.

Whether you are relocating to a new community, refinancing, building or buying a home, we’ll guide you through the home financing process. As your trusted advisor, our focus is on finding the mortgage that fits your needs so you can focus on finding your perfect home.

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: $14 billion

Specialties: Wealth Strategy, Retirement and Financial Planning, Business Succession Planning, Estate Planning, Cash Management and Borrowing Solutions

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

Interested in learning more?


Johnson Financial Group and its subsidiaries do not provide legal or tax advice.