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

Tax

Accounting

Tax Returns

Tax  Planning

Estate Planning

 Elder Law

Trust Administration

Probate

Marital Agreements

Business Law

Real Estate Transactions

Legal

Financial

Portfolio Management 

Cash Flow Management

Budgeting

Retirement Planning 

Banking

Education Funding 

Insurance Advice

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 

Good Company for Your Investments™

Phone: (262) 238-6980

Fax: (262) 238-6999

414 N Main St, Thiensville, WI 53092, USA

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