Milwaukee Private Wealth Management (MPWM) provides investment advisory services to individuals, families, and organizations.
MPWM’s investment discipline draws on the time-tested principles of value investing. We endeavor to both protect clients’ hard-earned capital and generate superior investment returns over time.
Advisory services center around helping clients achieve their long-term financial goals through diligent planning and disciplined investing. We seek to understand each client’s specific financial circumstances and offer informed advice for any eventuality.
Our engagement often includes interacting with clients’ legal counsel and tax advisors to develop and cohesive approach to intergenerational gifting, estate planning, and tax strategy. We take great pride in our dedication to this collaborative approach to understanding each client’s unique circumstances and crafting comprehensive solutions.
We strive to educate and inform clients about what they own and why they own it. The firm’s associates invest in the same securities help in client accounts, thus aligning our interest with those of our clients.