Oldenburg Professionals
Financial Services - Wauwatosa, WI, US
Oldenburg Professionals Employees
Oldenburg Professionals Details
Oldenburg Professionals, offers objective wealth management, risk mitigation, and investment advisory services, in our subsidiary firm, Oldenburg Investment Professionals, LLC. As a fiduciary, we act in your best interest in all aspects of the financial relationship. Developing and executing an investment strategy which encompasses every aspect of your financial life can be challenging, particularly with substantial assets and sophisticated needs. We will work with you to develop a customized plan ranging from investment management, estate planning, trust administration and private foundation management. We provide unbiased advice through our other firm, Oldenburg Investment Professionals, LLC, a fee-based, investment management and advisory services. Unlike a broker or registered representative, we do not get compensation and commissions by selling stocks and mutual funds to you. As a small, privately held firm, we work to help individuals, families, trusts, foundations, and businesses build and manage more predictable, consistent and profitable portfolios over time. Services offered: Estate and Tax Strategies Foundations and Charitable Giving Planning Annuities and Insurance (Life, Health, Disability, Long-Term Care, Specialty) Services provided by Oldenburg Investment Professionals: Managed Investment Accounts, (Retirement, Foundation, Trust, and Brokerage) Retirement Savings Plans (401(k), 403(b), Deferred Compensation, SIMPLE IRA, SEP IRA, Roth IRA) Education Savings Plans (529, Coverdell IRA
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