Wisconsin office

Madison, WI

On Madison's east side, close to the region's professional, health-care, public-sector and technology employers and the businesses that grow alongside them.

What this office handles

Local work, backed by the whole firm.

  • Equity compensation and deferred compensation tax planning
  • State and public-sector retirement transition guidance
  • Entity selection and tax planning for growing Madison businesses
  • Estate, trust and gift return preparation

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. does not provide tax or legal advice. Tax and accounting services are provided by Feucht Financial Group, L.L.C., which is not affiliated with Osaic Wealth, Inc.

The next financial decision should account for everything it affects.

Start a Coordinated Conversation