NPESB Wealth Management Services
Our Approach
The NPESB Wealth Management Services approach starts and ends with you. With a dedicated investment professional who is committed to providing personalized attention, we help you define the right portfolio mix based on your unique needs. Our strategy is built around your assets, risk tolerance, goals, and timeline, with the intent of helping you pursue favorable long-term returns.
We know investment decisions are extremely personal and complex. Trust that our team will help you focus on what is most important to you, including:
- Wealth Accumulation & Management
- Financial Guidance
- Protecting Your Legacy
- Business Planning
- Customized Financial Strategies
- Insurance Planning
- 401k and IRA Distribution Options
- Retirement Planning and Asset Preservation
- Investments
- College Planning
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The Path to Your Financial Future
1st Meeting: Discover
What are you values and goals? How can we best be your partner to pursue these goals?
2nd Meeting: Gather
Confirm your financial facts with source documents.
3rd Meeting: Plan
Review the plan and recommendations.
4th Meeting: Implementation
Establish implementation schedule for your goals.
Quarterly Strategies Meetings
On-going planning – putting your plan into action based on what’s important to you!
Let Us Help You With Your Investment Needs
Set up an appointment with a dedicated investment professional today.
Appointments are available the First and Third Tuesday of every month at 9 am, 11 am, 1 pm, or 3 pm.
Claire Walmer, CFP®
VP, Wealth Planner
NPESB Wealth Management Services
Branch Location: Nekoosa
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nekoosa Port Edwards State Bank and NPESB Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NPESB Wealth Management Services and may also be employees of Nekoosa Port Edwards State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Nekoosa Port Edwards State Bank or NPESB Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
Leaving Nekoosa
This linked web site is being provided for your convenience. Nekoosa Port Edwards State Bank is not endorsing or guaranteeing the products, information, or recommendations provided by linked website, nor is the “bank” liable for any failure of products or services advertised on the linked website.
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