Wisconsin Wealth Advisors
Wisconsin Wealth Advisors
Wisconsin Wealth Advisors, LLC

About

Wisconsin Wealth Advisors is a wealth management firm that specializes in comprehensive financial advice for all areas of your life. Our proactive and personalized approach means that we look at your personal situation and incorporate strategies in financial planning, estate planning, retirement planning, income tax planning, and professional money management. As a professional financial service business, you will find that we're easy to work with and have an unwavering commitment to your personal needs. We take a lot of pride in our reputation of honesty and integrity in business.

Over the years, Wisconsin Wealth Advisors has provided dedicated service and results-based wealth management strategies to our clients. Chris Swenson, President of Wisconsin Wealth Advisors, LLC has been a financial professional since 2000 and values our firm’s product independence to provide a personal client experience that other firms don’t offer. Terry Balding, Certified Financial Planner (CFP™), has more than 30 years of financial planning and wealth building experience. Terry provides trusted advice and a personal relationship with his clients.

Wisconsin Wealth Advisors is here to help you create and manage your wealth. Contact us today to learn more about what we can do for you.

Our Team

Wisconsin Wealth Advisors, LLC is a company of qualified individuals who are experienced professionals; and together, we make a team that is dedicated to helping you reach your financial goals!

Introducing...

Chris Swenson, President

Terry Balding, Certified Financial Planner CFP™, Adviser

Debbie Balding, Office Manager

Joan Runke, Executive Assistant

Business Continuation Plan

Since no one can predict the future, we have developed a Business Continuation Plan at Wisconsin Wealth Advisors. The aim of this plan to ensure that your needs are met in the unlikely event that something happens to your trusted adviser at the firm.

Please contact us if you would like more information.