Windermere Wealth Advisors, LLC

Investment ManagementUnited States2-10 Employees

Windermere Wealth Advisors, LLC, is an independent fee-based wealth management firm located in Milwaukee, WI.

*A firm built on trust and independence
*A firm providing advice you can understand and that understands you
*A service offering customized to you and your financial journey

Your financial life is a journey. Why navigate it alone?

We started our firm in 2010 for one simple reason – to empower individuals to traverse their unique financial journey with confidence

We understand that every person faces their own unique financial concerns. Regardless of your stage in life or your level of assets, it is natural to feel unprepared to handle the challenges and a bit uncertain as to the best path forward. We understand. That is why we are here. We work with clients to replace fear and anxiety with education and empowerment. We work with clients to build their financial self esteem and confidence. We work with clients to help them navigate their own unique financial journey with confidence.

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