Wealth Management

Partners in planning for what matters most.

Wealth Management2025-01-07T18:07:48-04:00

Planning for the future is personal. As a trusted team of advisors, we take the time to listen, ask questions, and get to know the person behind the portfolio, from lifelong aspirations to the underlying worries that keep you up at night.

Building on a foundation of understanding, we create a roadmap that addresses your most important questions: Am I saving enough? Will I have enough to retire? Does my portfolio create unnecessary tax consequences that can be avoided?

Working in partnership with our clients, we plan, pivot with life’s changes, and provide expert guidance along the way. We care deeply about our clients and their families, and as fiduciaries, we are legally obligated to put every client’s best interests first.

From simple questions to complex challenges, we’re here to provide peace of mind so you can stop worrying and start enjoying the lifestyle you’ve worked so hard to attain.

⦿ WEALTH MANAGEMENT SERVICE AREAS

Financial Planning
Investment Management
Tax Planning
Estate Planning
Retirement Planning

⦿ NEWS & INSIGHTS

Getting Ready for Tax Season with KEB

Tax season is just around the corner, and being prepared can make the process much smoother for you and your tax professional. At KEB, we want to ensure your tax filing experience is as seamless as possible. Here are some tips to help you get organized and ready: Don’t Procrastinate! The sooner you gather your

Employee Spotlight: Tyler Hall

KEB is thrilled to shine the spotlight on Tyler Hall, who joined our team in September 2024 and has already been making a lasting impression at our firm! A proud graduate of the University of Wisconsin – Whitewater, Tyler double-majored in Accounting and Information Technology, achieving magna cum laude honors. Join us as we take

The Retirement Catch-Up Plan: Maximize Tax Savings in Your 40s and 50s

You’ve hit your 40s or 50s, and suddenly, retirement doesn’t feel like a distant mirage. It’s real. The countdown is on. But here’s the good news: You’re in a prime position to play catch-up and fortify your future, using smart tax strategies to stretch your dollars further. Think of it as turning your financial cruise

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