Solutions for Individuals & Families

Regardless of where you are in your financial journey, we're here for you.

Wipfli Financial provides a client-centric, integrated approach. We serve as a true partner and work closely with your team of CPAs, attorneys and other trusted advisors. We aim to help you reach your financial goals by leveraging your time so that you can focus on what’s important to you and enjoying your life.

Set your financial destination.

Discover the benefits of a holistic approach to financial services and get the tools you need to navigate an ever-shifting financial landscape with the help of our comprehensive services:

Family Office Services

Create a legacy that transcends generations with world-class resources and advice shaped around your family’s values, best interests and goals.

Private Wealth Services

Seamlessly connect your financial, tax, investment and insurance solutions into one, cohesive plan for the future

Tax Smart Indexing

Tax Smart Indexing combines the power of indexing with the savvy of stock-level tax-loss harvesting to help you keep more of what you earn.

Policy Audit & Review (PAR) Process

Put your policy to the test. Get better coverage. Our process can help ensure your life insurance protection is the right fit for you, your family or your business.

Physicians, Dentists & Practice Owners

Whether you man your own practice or serve in a larger medical group, our team will work with you to develop a comprehensive, multifaceted financial plan.

Fees and Services

Our fees vary based on the scope of the engagement, but are discussed and agreed upon with you before commencement of our services. Download our Brochure using the Form ADV 2A link below in our footer for additional information regarding our standard services and fees.