Great wealth management starts with great questions. At 1889 Wealth Management Group, we take the time to really listen, dig into the details of where your finances stand today, and work closely with you to understand where you want to be tomorrow. No two clients are alike, and we don't believe in cookie- cutter solutions. Every plan we build is tailored specifically to your needs, your goals, and your vision for the future. This is combined with a service schedule that is developed around consistent and meaningful communication – to help make sure that you are kept on track.
We work with multi-generational families, successful entrepreneurs, and business owners who need more than basic financial advice. We enjoy working with these people as their success demands a certain sophistication with their plans, and we are designed to help with the expertise their financial lives require.
The 1889 Wealth Management Group team brings over 150 years of combined experience to the table, and our structured wealth planning process sets us apart in the marketplace. We have deep roots in the Midwest, in Minocqua, and in Northern Wisconsin. We understand you, and our commitment extends to you, and to our greater community. We are committed to helping make our community a better place. You get the depth of a large, seasoned team alongside the personal attention that your financial life genuinely deserves.
What our clients value most is the peace of mind that comes from knowing their financial strategy is in good hands. This peace of mind is felt, and most important during times of market and economic challenges, and is foundational to our relationship. As part of RBC Wealth Management, we combine the strength of a world-class financial institution with a real commitment to your long-term success. We don't just manage your wealth, we take it personally.
