Wegner Asset Management is an independent registered investment adviser based in Madison, Wisconsin, offering personalized investment management and financial planning services to families, small business owners, trusts, and estates. With a clear legal duty as a fiduciary, they always prioritize their clients' best interests, providing objective advice and guidance.
With a focus on clients who have investable assets ranging from $500,000 to $5 million, or high-income earners on their way to building a substantial nest egg, Wegner Asset Management understands the value of time and the need for professional expertise. Their unique setup as an independent firm allows them to work directly for their clients, ensuring unbiased recommendations and a commitment to putting clients first.
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