My Mission

We bring customized wealth management and financial planning for medical professionals, business executives, women, and families. Our mission is to:

  • Execute on goals and dreams
  • Create customized retirement solutions that serve as the roadmap to retirement
  • Transfer knowledge so clients can make informed decisions

Many people look back on their lives with regret: not for the things they have done, but for the things they left undone. Our team can help provide the right solutions at the right time. Love your wealth!
 


Are you working with a TEAM of experts that understand Your Financial Values?

To address your unique needs, our team believes in a collaborative, holistic approach. As a team, we have combined our talents, skills, and expertise to provide exceptional service. Visit our Team Page to learn more about this incomparable team.

Melinda Wilke, CFP®, CLU®, WMCP®, ChFC®, RICP®
Wealth Management Advisor


Wilke Wealth & Investment Planning

  • Office 414-856-3061
  • Fax 414-885-3503

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck