Our Value

Are you working with a TEAM of experts that understand Your Financial Values?

We help clients execute on their goals and dreams. To address your unique needs, our team believes in a collaborative, holistic approach. As a team, we have combined our talents, skills, and expertise to provide exceptional service. Visit our Team Page to learn more about this incomparable team.

Clients tell us:

  • We are forward thinking
  • We seek to understand our clients overall goals, and put their interests first
  • We offer actionable insights
  • We understand the focus areas unique to physicians, medical professionals, and business exectuvites 
Our Approach graphic
Wilke Wealth & Investment Planning

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.