Our 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!

Mindy Signature

Our Approach to Wealth Management


Our TEAM In the News

Milwaukee magazine faces

Please follow the links below for articles about our team:

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


Wilke Wealth & Investment Planning

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

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

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