Money Directory

Most investors have seen their portfolios take a significant hit during the Great Recession. It is not uncommon to hear of investors who have lost 40 to 60 percent of their net worth during the market turmoil over the past two years.

Many investors have completely pulled out of the stock market, moving their assets into Treasury bonds or other asset classes that are thought to be more secure.

At the same time, there are proposals under consideration in Congress that could affect high net worth individuals and their families, ranging from their estate plans and dividend payments to their tax exposure every year.

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With so much at stake, wise financial advice has never been more valuable than it is today.

It is within that context that BizTimes Milwaukee presents its inaugural Money Directory. This guide is intended as a resource for businesses and their owners to find service providers in the accounting, banking, estate planning, financial planning, insurance, investment, wealth management and related sectors.

This directory contains information about more than 80 companies, including market served, primary area of focus, assets under management, net worth of a typical client, fee structure and more.

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The firms listed in this directory are based in the eight-county southeastern Wisconsin region (Milwaukee, Waukesha, Racine, Kenosha, Walworth, Ozaukee, Washington or Sheboygan counties).

This directory is also available at www.biztimes.com/wealth.

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