Madison Financial Planning
Located on the northeast side of Madison, our office is conveniently situated at the corner of US 151 and Interstate 39/90. As a team, we work as fiduciaries with the client’s best interest in mind to thoughtfully construct unique solutions to exceed expectations. We value integrity, transparency, and accuracy, and our mission is to lead the way in helping our clients feel comfortable and confident achieving their financial goals.
Wealthspire Madison
10 Terrace Court, Suite 103
Madison, WI 53718
(414) 509-1322
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Our Madison Team
Vice President, Finance
Accounting Manager
Senior Vice President
Client Service Associate
Senior Associate, Resource Specialist
Senior Vice President
Senior Vice President, Head of Wealthspire at Work
Senior Associate, Onboarding Specialist
Assistant Vice President
Assistant Vice President, Finance
Senior Advisor Associate
Assistant Vice President, Investments
Associate, Investments
Accounts Payable Coordinator
Senior Vice President, Client Service Manager
Associate, Finance
Assistant Vice President, Investments
Managing Director
Senior Associate, Finance
Chief Financial Officer
Assistant Vice President, Finance
Associate, Finance
Assistant Vice President
Senior Associate, Compliance