Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC® and her team have built a national practice across several industries helping physicians, medical professionals, business executives, and their families execute on their goals and dreams and provide a plan for safety, growth, and peace of mind in retirement.
Focus on Physicians, Medical Professionals, and Business Executives
Specialization in helping physicians, medical professionals, and business executives think through ideas and strategies unique to them:
- Managing school debt
- High income tax strategies
- Overcoming shorter time horizon to save for retirement after finishing training
- Investment planning & advisory services
- Other services include: Estate planning, optimization of insurance offerings, education planning for dependents, and multi-generational wealth management
Our Mission
Our mission is to bring customized wealth management and financial planning. We help our clients:
- Execute on goals and dreams
- Create customized retirement solutions that serve as the roadmap to retirement
- Transfer knowledge so clients can make informed decisions
Many people look back on their lives with regret: not for the things they have done, but for the things they left undone. Our team can help provide the right solutions at the right time. Love your wealth!
Our Approach to Wealth Management
Watch our video to learn more about how we help our clients execute on their goals and dreams.
Our TEAM In the News
Wilke Wealth & Investment Planning is featured in the Faces of Milwaukee 2021 | Financial Planning, as a national firm, providing the right solutions, at the right time.
Melinda Wilke joins the Milwaukee Business Journal Podcast to talk about life insurance in your 20’s vs your 50’s. Listen to podcast.
As a 2020 Groundbreaker Award Recipient, Melinda Wilke paves the way for other women to enter the Financial Services Industry. She focuses on building confidence and helping others execute on their goals and dreams.
Melinda Wilke NEWaukee's The Shift 2020 women's speaker series centered on defining and fueling women’s career trajectories.
A Woman of Distinction, Melinda Wilke Wealth is featured in Milwaukee Magazine's 2019 special section featuring female business owners, financial and spiritual leaders, health care professionals, entrepreneurs, philanthropists and all-around glass-ceiling breakers!
Our team celebrated at 2019 Faces of Milwaukee Event to celebrate many accomplishments in the community and to show our gratitude for their support of our magazine.
As seen in Oprah Magazine, Experienced Advisor Helps Multigenerational Clients Take Control of Their Financial Lives
Schedule A Call
Listen to This
- Strength, Stability, and Financial Security in Volatile Times - Northwestern Mutual Webcast
- Creating More Intentional Lives - No Limits with Kristin Andree podcast
Education for You
- S&P Global Ratings Affirms Northwestern Mutual's Highest Possible Financial Strength Rating, Northwestern Mutual
- Moody's Maintains Highest Rating and Stable Outlook for Northwestern Mutual, Northwestern Mutual
- How Boomer Women Can Worry Less About Money, Forbes article
- Time Is Money for Women and Their Retirement Planning, Benefits Magazine
- How Women Can Worry Less About Money, Next Avenue
- 5 Financial Planning Mistakes to Avoid, Franklin Neighbors
- Why I’m Not Telling My Son He Has a 529 Until After College, Northwestern Mutual
Awards & Recognition
- Northwestern Mutual Advisor of the Year – 2016-2020
- Face of Financial Planning, Milwaukee Magazine – 2017-2020
- Million Dollar Round Tables Club, Northwestern Mutual – 2012-2020
- Woman of Distinction, Milwaukee Magazine – 2019
- Featured Speaker, Women of Influence Symposium - 2019
- Voted Milwaukee’s Best Wealth Management Advisor – 2018
- NAIFA Quality Award Recipient, 2017
- Professional Growth and Achievement Award, Northwestern Mutual - 2014
- Woman of the Year, National Associate of Professional Women – 2012-2013
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
- AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.
.jpg)
