Financial Advice Built On Trust.
Our advisors earn clients trust through education, consistency, and working collaboratively with you to build a plan.
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One of the most important things to look for is an advisor who works with people in your similar situation. Does your advisor work with retirees, entrepreneurs, professional athletes? Do they have the experience and expertise to address your most important questions.
Our advisors have a variety of focus areas and we’ll work to match you with someone that has deep knowledge and experience in the topics that matter most to you.
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We are a fee based fiduciary. A fiduciary is someone who puts your interests above their own, and frankly, we wouldn’t want it any other way. We’re vested in your success and our only goal is helping you reach yours.
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Study after study show that the total impact of working with a financial advisor far exceeds the cost. Just as no professional athlete would compete without a coach we feel that no investor should have to go it alone. We bring the tools, experience, and expertise to both build wealth and avoid costly mistakes. But don’t take our word for it. Reach out to us and learn more about how we can help you.
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In an initial call, we’ll want to learn more about you and the questions you have. Then we’ll partner you with an advisor who has the experience to best address your situation.
We’ll put together a detailed outline of your financial situation and clear step by step recommendations to help you meet your goals. You’ll be involved in every step of the process so you not only know what we’re recommending, but why.
Finally, be assured there is no cost for an initial consultation and no pressure to move forward with any recommendations we have for you. We know how helpful it can be to have a second opinion on your financial plan and don’t want to implement any recommendations until you’re confident they are right for you.
You deserve an exceptional partner.
Investing and financial planning can be complex and time consuming and your financial goals can seem out of reach. Let us help.
We’ve helped hundreds of families in the Milwaukee area and nationwide reach their financial goals. Whatever your situation, we’re confident we can help.
Let’s get to work.
Financial Planning
Our financial plans are updated in real time. Leave behind the paper plans and access your updated plan any time you need it.
Investment management
Go behind simple diversification to incorporate strategic and tactical investment management.
Tax Strategy
It’s not what you make, it’s what you keep. Reducing taxes can be just as important to building wealth as investment returns.
Estate, and Insurance Planning
We work with you, your attorney, accountant, and insurance provider to build a unified strategy across your entire financial life.
Business Owner and Institutional Consulting
One of our core specialties is working with corporate clients, their owners and executive team. If you have a complex situation or own a business, let our experienced team be of service to you.
Philanthropy
It can be challenging to be generous. Make the most of your charitable giving through tock donation, donor advised funds, foundations and qualified charitable distributions.
Intergenerational Planning
Passing on wealth to the next generation is a common goal, but often little planning is done to support it. We work with our clients children from the time they get their first job to educate and prepare the next generation to continue to grow and build their wealth.
Complete Wealth Management Services
Not all advisors are alike.
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We truly care about our clients. That shouldn’t be a unique characteristic, but unfortunately it is. Our clients are more than just a number to us, they are real people whose aspirations we help obtain. Your goals become our goals. Our core values of loyalty, altruism and expertise are shown in every interaction we have with our clients.
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Maybe. Our advisors have worked with hundreds of clients with an incredible range of financial situations, however, every person is unique. If we don’t have an answer to your situation, we know where to find it, and if we don’t, we will certainly be able to refer you to someone who can help!
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We can meet in person, over webinar or over the phone - whatever you’re most comfortable with. We maintain a fully staffed, centrally located office and would love to meet you in person, but sometimes a phone call is just more convenient. We’re here to serve you, so let us know what your preference is.
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Great! That’s exactly what we want to hear. You shouldn’t jump into any commitment or relationship until you have all your questions answered and fully understand the process. Give us a call and we’ll talk through all your questions.
Your success is our mission.
Personal Concierge Service for Any Financial Need
Online Tools and Advanced Portfolio Insights
Ability to Meet (almost) Anywhere (almost) Anytime
One business day response times to all requests.
Fully staffed, in person office support.
Retirement income strategies designed for market turbulence
Best of all: We’ll help give you the confidence to pursue your most outlandish goals. And your normal everyday goals as well.
Schedule a consultation today!
Call 414-286-9309
or email info@pointerfg.com
Call for a no-cost benchmarking, investment review, or second opinion of your financial plan.