Baldridge Wealth Management

Baldridge Wealth Management is a wealth management firm in New Berlin, WI. The firm serves individuals, families, and business owners throughout the greater Milwaukee area, providing a wide range of financial services including investment planning, tax planning, estate planning, and debt management. Their expertise extends to specialized areas such as education funding, insurance planning, and succession planning for businesses.

The firm operates as a comprehensive one-stop shop for various life stages, assisting clients with transitions such as retirement, divorce, or managing the care of aging parents. Led by Brad Baldridge, a Certified Financial Planner, author, and college funding specialist with over twenty years of experience, the team focuses on developing customized strategies to help clients reach their long-term financial goals. Notable services include net worth and cash flow analysis, as well as tailored college funding plans that integrate academic, cash flow, and tax strategies.

Located on S Calhoun Rd, the office is a short drive from Cleveland Heights Elementary School and is approximately half a mile from the Stigler Nature Reserve.

Baldridge Wealth Management is known for providing well-documented business information and comprehensive financial solutions. The firm stands as a dedicated resource for those seeking to implement efficient, long-term financial strategies.

With decades of experience, Baldridge Wealth Management remains committed to helping the New Berlin community achieve their personal and financial visions.