An Introduction
Wegner Asset Management offers independent, objective, and personalized investment management and financial planning to a small clientele of families, small business owners, trusts, and estates. Based in the beautiful Madison, Wisconsin area, I am entrusted by clients throughout the country, with most of them coming directly from client referrals. As a fee-only adviser, the only money I earn comes directly from my clients, and as a fiduciary, I have a clear legal duty to always put their best interests first.

My clients understand the need to plan for their future and to save and invest, but were not doing it as well as they would have liked. They usually have $250,000 - $5 million of investable assets, or are high-income earners on their way to building such a nest egg. They realize that their time is too valuable for them to try to do it all themselves. They understand they aren't experts, and that with the help of a professional they could be doing better.

My practice is set up very differently than what you have likely experienced in the financial industry. Less than 10% of all financial advisers are independent registered investment advisers without any affiliation to a bank, brokerage firm, or insurance company. Yet common sense would say being totally independent is the only way to truly be able to always put a client's best interests first. Wegner Asset Management is, and always has been, uniquely set up that way. Don't you deserve to have an adviser who works directly for you?

More Information
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Current Clients
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