Wilke Wealth & Investment Planning

Under the leadership of Melinda Wilke, the Wilke Wealth & Investment Planning team has worked with hundreds of nationwide clients, specializing in the medical industry and business sector, to reach their financial and retirement goals. Operating under the Northwestern Mutual umbrella, the firm has grown significantly over the past two years. 

The team has added four new members in less than 12 months, after moving to a new Franklin location in 2023. This growth enables Wilke Wealth & Investment Planning to better serve an expanding clientele while maintaining the holistic, personalized service for which they are renowned. 

Wilke Wealth & Investment Planning’s success is rooted in its commitment to understanding clients’ aspirations and crafting tailored financial strategies that will get them there. Retirement planning is a primary focus for Wilke Wealth & Investment Planning clients. Key considerations like lifestyle, age of retirement, financial readiness, estate planning, legacy giving and others are always worked into a long-term financial plan. 

“We keep them financially organized,” says Wilke. “We help to ease their mind and give them a clear path and vision of where they’re going, what they’re capable of achieving, and the legacy they can build.”

As fee-based planners, the Wilke team concentrates on advocating for the best possible strategies that lead to safety, growth and peace of mind. They provide not only a financial road map to their clients’ goals, but also valuable insights gleaned from years of successful client relationships. 

“When we guide a client to retirement, they’re excited and ready,” says Wilke. “They are no longer concerned about their day-to-day living; instead, they can fully relax and enjoy their retirement.”