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Wilke Wealth & Investment Planning

Face of Financial Planning

Wilke Wealth & Investment Planning; (Seated, left to right) Michele Brehm, Associate Wealth Management Advisor; Beth Schumacher, CFP®, CIMA®, APMA®, MBA, Portfolio Advisor & Director of Investments; Renee Preis, Director of Operations & Development; (Standing, left to right); Christine Michalski, Executive Assistant ; Melinda Wilke, CFP®, CLU®, WMCP®, ChFC®, RICP®, CASL®, CLF®, Founder/Wealth Management Advisor; Morgan Allen, Financial Planning Intern; Photo by Linda Smallpage, Boutique Photographer

Wilke Wealth’s reputation is its greatest asset. The firm attributes its growth over the last few years to referrals from clients based on their experiences with the team.

Specializing in financial planning for medical professionals, high-level executives and business owners, Wilke Wealth understands the importance of having a detailed plan – customizing the planning experience for their clients.

“We take the time to get to truly know our clients,” says Melinda Wilke, the firm’s founder. “We have an extremely capable team who helps our clients create and protect what they want for the future. We partner with them and their families to learn what their goals are, and what they want out of life. Our team asks thoughtful questions, challenges and digs deeper to ensure we’re able to show our clients their dreams coming to life through a detailed plan. We show them where their financial plan is, and what is possible, with a roadmap to obtain the goals and dreams they have told us about.”

In April, Wilke Wealth moved to a new location in Franklin. Wilke notes the larger, open and newly remodeled office helps contribute to the firm’s unique culture and how they work with their clients. “We truly care about our clients and our team,” she says. “We are very open and have a lot of interaction with one another. We have always felt and treated our clients that way, and it’s now reflected in our new office.”

9130 W. LOOMIS RD., SUITE 1000, FRANKLIN | 414-856-3060

wilkewealth.com

Melinda Wilke uses Wilke Wealth & Investment Planning as a marketing name for doing business as representatives of Northwestern Mutual. Wilke Wealth & Investment Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Melinda Wilke is an Insurance Agent of NM, a Registered Representative of NMIS, and an Advisor of NMWMC. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

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