Wealth and Wisdom of Wisconsin

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Wealth and Wisdom of Wisconsin Wealth and Wisdom of Wisconsin specializes in strategies which maximize wealth and protection for its clients. Investment Advisory Services offered through O.N.

Our mission is to educate our clients and reveal what's wrong with traditional financial planning, while empowering them to make changes that will benefit their cash flows now and throughout retirement without a change in their current lifestyle. This is done through education, planning, and the coordination of a select group of financial products and services, including insurance, savings and securities. We work with individuals, couples/families, and small businesses:
*Savings
*Investments
*Insurance
*Wealth Coordination
*College Planning
*Estate Planning
*Retirement Planning

It's never too early or too late to get ahold of your finances and to put a financial plan in place. Contact us to see how our services may be of benefit to you or someone else you may know!

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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment Management Company.

We are planning to grow our team in 2027 and starting the process to hire a part time Client Services Associate to join ...
09/25/2026

We are planning to grow our team in 2027 and starting the process to hire a part time Client Services Associate to join our team in Madison! Do you think would be a good fit for our, admittedly a little crazy, team? Or do you have a friend or family member that you think we should meet? Let us know!

04/23/2025

Not all dismissals are considered wrongful. Learn what types of terminations fall into the unlawful category.

04/22/2025

Despite its longevity and reach, Earth Day is no longer immune to criticism. In a 2024 FiveThirtyEight analysis, journalist Kaleigh Rogers wrote that Earth Day “may be a victim of its own success,” noting that many of the environmental protections it helped usher in are now weakened or political...

04/15/2025

It isn’t an easy time to be an investor. Often the best course of action in a wild market is doing as little as possible.

04/05/2025

Headline news got you down? Here are the 5 top tips for what to do with your money in 2025.

03/19/2025

Compare the cost of living in the nation's most and least expensive urban areas.

Meet Tanna, our new Director of Operations at Wealth and Wisdom of WI!We are so excited to have Tanna join our team! Wit...
01/28/2025

Meet Tanna, our new Director of Operations at Wealth and Wisdom of WI!
We are so excited to have Tanna join our team! With a background in the public sector, Tanna made the jump to the private sector to help us drive efficiency and support our mission of helping clients take care of their present and future financial needs.
In her role as Director of Operations, Tanna's focus is on making sure everything runs smoothly and efficiently, while making our processes more accessible and effective. Tanna is excited to work with a powerful team dedicated to the same goal.
Outside of work, you’ll find Tanna with her nose in a book, hiking, enjoying time with loved ones, or checking out new restaurants around town. We’re lucky to have Tanna on our team and look forward to the impact she’ll make!

01/28/2025

Warren Buffett recently advised us parents how to talk to our kids about money—and we should listen.

01/21/2025

A new law signed by President Biden will impact millions of retirees in the U.S. The Social Security Fairness Act eliminates two provisions that have been penalizing a sizable portion of the workforce for more than four decades.

We have sad news to share; Denali got his wings on December 23rd, 2024. He was almost 14 years old and has been coming ...
01/07/2025

We have sad news to share; Denali got his wings on December 23rd, 2024. He was almost 14 years old and has been coming to work for almost that entire time since Doni got him as a puppy. We will miss him curling up at our feet and running to excitedly greet clients at the door. We are heartbroken and will remember him with laughs, tears, and smiles.

Address

8201 Mayo Drive Unit 111
Madison, WI
53719

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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