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Our Support Stack

The wide range of advice and services required to manage wealth in today’s complex world requires a team approach for advice. To address this need, we collaborate with Willms-O’Leary, S.C. to offer a wide range of services to our mutual clients.  We refer to this collaboration as our Support Stack. 

Charitable Giving

Trustee Services

Succession Planning

Legacy

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Tax

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Accounting

Tax Returns

Tax  Planning

Estate Planning

 Elder Law

Trust Administration

Probate

Marital Agreements

Business Law

Real Estate Transactions

Legal

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Financial

Portfolio Management 

Cash Flow Management

Budgeting

Retirement Planning 

Banking

Education Funding 

Insurance Advice

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Fees charged by and paid to The Milwaukee Company for investment advisory services are separate and distinct from the fees and expenses charged by Willms-O’Leary, S.C. for legal services.

More About Our Support Stack