Freedom Wealth Alliance Email Format

Financial ServicesWisconsin, United States2-10 Employees

Freedom Wealth Alliance is a financial services firm based in Brookfield, Wisconsin, offering investment management, retirement planning, and comprehensive financial planning to families and closely held businesses. Its aim is to deliver personalized service and objective guidance that helps clients assess their current financial picture and develop tailored strategies to grow and preserve wealth, enabling clients to maintain the lifestyle they value. The company operates in a regulated environment through its affiliation with LPL Financial for securities and positions itself as a registered investment adviser separate from LPL, emphasizing independent advisory relationships. Founded and operating in the United States, Freedom Wealth Alliance serves a niche client base seeking structured, long-term financial planning and asset management to address wealth and lifestyle goals.

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