Wilke Wealth & Investment Planning

Face of Financial Planning

Wilke Wealth & Investment Planning (Left to right) Melinda Wilke, CFP®, CLU®, WMCP®, ChFC®, RICP®, CASL®, CLF®; Renee Preis; Christine Michalski; Beth Schumacher, CFP®, MBA, APMA®; Lauren Procarione; Photo by Boutique Photographer Linda Smallpage; Instagram: @boutiquephotographer | Facebook: Boutique Photographer | Linkedin: Linda Smallpage

When Melinda Wilke was 12 years old, her father owned a business and taught her the ins and outs of being a business owner, including how to read financial forms and even doing their taxes. For some kids, this may not have been an opportunity they thrived on, but for Melinda, it sparked a lifelong passion.

“I thought it was the greatest thing in the world, understanding how money works,” Melinda says. She went on to study finance at Marquette University and shortly after graduation, started Wilke Wealth & Investment Planning. Melinda has since cultivated an all-female team of experienced professionals.

“We know how to listen,” she says. “Our clients feel comforted knowing we’re hearing them, we listen to their goals, and they know they can trust us. We teach them the facts, show them what their financials lives could look like, and have confidence in their financial future.”

Wilke Wealth specializes in financial planning for physicians, medical professional, business executives, and their families; this includes managing loan debt, saving for retirement, estate planning, and more. Ultimately, Wilke Wealth’s goal is to help their clients achieve their goals and dreams.

“We want our clients to feel informed and empowered about their financial situation,” Melinda says. “Our team’s goal is to support them, educate them, and give them resources so they can feel empowered in their financial future.”

5307 S. 92ND ST., SUITE 128, HALES CORNERS | 414-856-3060