Wilke Wealth & Investment Planning

Wilke Wealth & Investment Planning is a Financial Planner in Franklin, WI. The firm provides a wide range of professional services including advisory and business planning, audit and assurance, client accounting services, and family office support. They specialize in helping businesses and high-net-worth families through various stages of growth, offering expertise in tax compliance, strategic advisory, and state and local tax management.

The firm operates with an entrepreneurial spirit, focusing on helping emerging, small, and mid-size organizations navigate business formation, scaling, and succession planning. Their service offerings extend to outsourced accounting, such as bookkeeping, payroll, and fractional CFO services, as well as technology and consulting to secure business environments. The team is composed of experienced accounting, tax, and consulting professionals, ensuring that clients receive guidance from seasoned experts rather than entry-level staff.

Located on W Loomis Rd, the office is a short drive from the Franklin Public Library and Franklin City Hall. The business is situated near Legends Park and the City of Franklin Water Tower.

Wilke Wealth & Investment Planning is known for providing personalized, responsive service and technical expertise. The firm's commitment to driving strategic tax planning and delivering results-oriented solutions makes them a dedicated partner for businesses and individuals seeking long-term success.

With a focus on creating value that grows with their clients, this firm serves as a vital resource for financial and business advisory needs in Franklin.