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!

Mindy Signature

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

The Shift

Melinda Wilke NEWaukee's The Shift 2020 women's speaker series centered on defining and fueling women’s career trajectories.

Woman of Distinction

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.


Listen to This


Education for You


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

Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®
Wealth Management Advisor


Wilke Wealth & Investment Planning

  • Office 414-856-3060
  • Fax 414-885-3503

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck