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.
Real Estate Transactions
Cash Flow Management
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.