The Longtine Wilkerson Group is an experienced wealth management team that works hand-in-hand with high-net-worth individuals in or nearing retirement and their families. We take the time to learn about what you need to create a personalized wealth management strategy to prepare you for the next chapter of your life.
As CERTIFIED FINANCIAL PLANNERTM professionals, we create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.
Working in collaboration with Baird Trust and estate planning experts, we help you build your legacy, whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.
With access to a broad range of investment products that include managed accounts, stocks, bonds, options, mutual funds, annuities, and insurance, we can pair you with the right solution to help you reach your wealth goals.
To help you focus on running your company instead of maintaining your employees’ retirement plan, we with our team of retirement planning professionals to pair your business with a plan that aligns with the financial goals of your employees and business, uncovers potential growth opportunities and evolves with your changing needs.
Drawing on the knowledge and hands-on support of our team, we deliver financial and business advisory services in the areas of mergers and acquisitions, capital, business valuation, ESOP advisory, and exit planning, with a specialized focus in middle-market businesses.