Our Value

Team photo

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.

Value Proposition

We help clients execute on their goals and dreams.

Our Process

We spend time:

  • Getting to know our clients
  • Walking clients through the visioning process for their next 5, 10, 20+ years
  • Creating the road map that will help them meet their investment and retirement goals, as well as aligning and maximizing their financial assets
  • Creating accountability touch points where we meet regularly to ensure the financial plan is on track and can adjust as needed

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


Wilke Wealth & Investment Planning

  • Office 414-856-3060
  • Fax 414-885-3503
 

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