Financial Advisors McFarland WI
Neuenschwander Asset Management (“NAM”) are financial advisors and wealth management professionals offering comprehensive financial planning and professional money management services, expertise for clients’ decisions around money matters, personal finances, and investments, including:
- Planning for retirement; tax planning and preparation; budgeting; planning for an inheritance and estate settlement; saving for college or other major purchases; and all other financial concerns. From a high level, we serve as our clients’ personal CFOs. We want to be fully involved in clients’ financial lives.
- Researching and analyzing your investment portfolio, monitoring all your investable accounts, and buying and selling passively-managed mutual funds and ETFs to control cost and optimize tax management.
Our primary goal is to preserve and grow your wealth. We offer individual attention and personal service tailored to your unique needs. We do all the work for you, so you can focus on what really matters: Life.