Our Services

Retirement icon
  • Retirement Accumulation & Distribution
  • Social Security Optimization
  • Individual Retirement Plans Employer Retirement Plans
  • Tax Efficiency Strategies
  • Cash Flow Management
  • Asset Allocation
  • Asset Location
  • Tax Harvesting
Protection icon
  • Term Life Insurance
  • Permanent Life Insurance
  • Long Term Care Insurance
  • Disability income Insurance
  • Executive Insurance Benefits
Investments icon
  • Investment Planning & Advisory Services
  • Institutional Wealth Management
  • Non-proprietary Mutual Funds & ETFs
  • Guaranteed Income Annuities
  • Fixed & Variable Annuities
Estate icon
  • Financial Planning Services
  • Life Insurance Planning
  • Charitable Programs
  • Estate Planning
Family icon
  • Education planning
  • Multi-generational Wealth Management

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


Wilke Wealth & Investment Planning

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

 

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