Energy IPOs surge as investors hunt for ways to play AI boom
- Financial Times
Companies coming to market raise money at fastest pace this century, although many stocks perform poorly later.
Welcome to Warber Wealth Management
At Warber Wealth Management we will look beyond just a client's investments to incorporate a comprehensive wealth management approach that includes financial tax planning, retirement saving and spending advice, estate planning, and behavioral coaching.
Financial LIFE Planning
It's been estimated that the right wealth management plan, properly executed, can translate into as much as 3 percent increase in net portfolio return.
Most investors think of financial advisors as investment counselors whose only job is to manage their finances and help them work towards their investment goals.
A good financial advisor will look beyond just a client's investments to incorporate a holistic wealth management approach that includes tax planning, retirement saving and spending advice, estate planning, and behavioral coaching.
What We Offer
Our Services
Address
677 Baeten Road
Suite 250
Green Bay, WI 54304
Premium Financial Content
Access articles licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
7 Low-Effort, Self-Care Habits That Fit Into A Busy Career
- Forbes
If you're like many high performers, you abandon low-effort, self-care habits that you could easily integrate into your busy workday to boost your career performance.
Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't Sure
- Bloomberg
Under-40s don’t see homeownership as the wealth-building tool it once was, with surging property prices and ownership costs outstripping wage rises.
Investors must be wary of the earnings bubble
- Financial Times
The real difference between today’s market boom and the late 1990s lies in capital expenditure.
I'm 56 and got tired of being ghosted after job interviews. Here's the strategy that kept me moving forward.
- Business Insider
'Bob and weave' employment is a thing for the 50-plus crowd
Other Transfer Strategies and Considerations
- Broadridge Content
In addition to selling your business outright or gifting your business to your heirs, there are other strategies and options that you can use to transfer your business to your heirs. These options include transferring your business into a grantor retained trust, selling your business through an installment sale, or recapitalizing the equity structure of the company and retaining an interest. You should consult your attorney to determine the benefits and drawbacks of each of these options, as these will differ depending on the circumstances of your particular business and your own personal circumstances.
Earning Your Trust
We Are Warber Wealth Management
As a comprehensive financial advisory firm, Warber Wealth Management delivers expertise across a wide range of services all within a single practice. We’re confident in our ability to guide you through whatever life brings.