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
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
Listen to This
- Creating More Intentional Lives - No Limits with Kristin Andree podcast
Education for You
- Retirement Tools: What is an HSA?, Franklin Neighbors
- How Boomer Women Can Worry Less About Money, Forbes article
- Dollars and Sense: How to Change Jobs and Keep Finances In Check, Advancing Women
- 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
- Woman of Distinction, Milwaukee Magazine - 2019
- Northwestern Mutual Advisor of the Year – 2019, 2018, 2017, 2016
- Face of Financial Planning in Milwaukee, Milwaukee Magazine – 2019, 2018, 2017
- Voted Milwaukee’s Best Wealth Management Advisor – 2018
- Million Dollar Round Tables Club 2012 - 2020
