Wealth and Wisdom of Wisconsin Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

We teach financial strategies to help people preserve, protect and build wealth efficiently and effectively.  We use an economic model that takes into consideration all financial decisions to get an overall economic picture of one's financial situation and then work with our clients to make their financial situation better.

Find Wealth and Wisdom of Wisconsin employees' phone numbers or email addresses

Wealth and Wisdom of Wisconsin Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Asia
1

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  • Malaysia
    1

Wealth and Wisdom of Wisconsin's Leadership

  • Stylized image of a person
    D. G.
    Ceo And Founder
    Phone icon
  • Stylized image of a person
    T. S.
    Chairman And Founder
    Phone icon
  • Stylized image of a person
    C. H.
    Partner | Agent
    Phone icon
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    W. B.
    Blogger
    Phone icon
  • Stylized image of a person
    C. F.
    Representative
    Phone icon
  • Stylized image of a person
    D. S.
    Financial Advisor
    Phone icon

Wealth and Wisdom of Wisconsin Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Wealth and Wisdom of Wisconsin

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. S.
    Chairman And Founder
    Phone icon
    United StatesPennsylvania
    Feb 16, 2026
  • Stylized image of a person
    C. H.
    Partner | Agent
    Phone icon
    United StatesWisconsin
    Oct 20, 2025
  • Stylized image of a person
    D. G.
    Ceo And Founder
    Phone icon
    United StatesDelaware
    Apr 16, 2026
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Oct 20, 2025
  • Stylized image of a person
    W. B.
    Blogger
    Phone icon
    United StatesTennessee
    Apr 16, 2026
  • Stylized image of a person
    C. F.
    Representative
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    D. S.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Aug 02, 2024

Frequently Asked Questions

What is Wealth and Wisdom of Wisconsin known for?

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Wealth and Wisdom of Wisconsin operates in the Financial Services industry. The company's main headquarters is located in 8500 Greenway Boulevard Suite 101 Middleton, Wisconsin United States; you can contact the main corporate office by phone at . Explore Wealth and Wisdom of Wisconsin's company overview page for more information.

What is Wealth and Wisdom of Wisconsin's most common email format?

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Wealth and Wisdom of Wisconsin employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth and Wisdom of Wisconsin email formats with LeadIQ.

How many employees does Wealth and Wisdom of Wisconsin have currently?

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Wealth and Wisdom of Wisconsin has approximately 8 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wealth and Wisdom of Wisconsin's key employees and leadership?

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As of April 2026, Wealth and Wisdom of Wisconsin's key employees include:

  • Ceo And Founder: D. G.
  • Chairman And Founder: T. S.
  • Partner | Agent: C. H.
  • Financial Advisor: M. M.
  • Blogger: W. B.

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