Wilke Wealth & Investment Planning

Over two decades, Wilke Wealth & Investment Planning has built a reputation for excellence. The financial planning firm, founded by advisor Melinda Wilke, specializes in wealth management for medical professionals, high-level executives and business owners.

Wilke credits the robust growth of the nationwide practice, in part, to referrals from clients based on their personal experiences working with Wilke Wealth. “We take the time to get to truly know our clients,” says Wilke. “We have an extremely capable and intelligent team who help our clients create what they want for the future, and how to protect it. We partner with clients and their families to truly learn what their goals are, and what they want out of life. We recognize the financial and life decisions our clients make now often have an impact on the generations that come after them.”

Clients with Wilke Wealth receive a personalized, detailed financial plan which is tailored to their own goals. These plans are often done with the idea of leaving a legacy for future generations, while also caring for prior generations if necessary.

The Wilke Wealth team prides themselves on educating their clients on financial literacy, so much so, they recently brought on a Strategic Planning Partner to help their clients’ adult children toward planning for their future.

“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,” Wilke says. “We show them where their financial plan is, where it could go, and we provide them with a roadmap to help reach their goals and dreams.”

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.