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Baldridge Wealth Management

We Will Help You Get There

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Our Financial Services

We Will Help You Get There

Most people know where they want their life to go, they just need some help realizing that vision. At Baldridge Wealth Management, we have helped thousands of individuals and businesses in the greater Milwaukee area achieve their personal and financial goals. We offer a full range of wealth management services including:

  • Investment Planning
  • Debt Management
  • Estate Planning / Charitable Giving
  • Tax Planning
  • Education Funding
  • Financial Independence Planning
  • Net Worth / Cash Flow Analysis
  • Insurance Planning
  • Personal Paradise

Comprehensive Wealth Management

From financial planning, retirement planning, insurance planning, long term care planning, and estate planning to succession planning for your business, we can help you with all your financial needs!

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College Funding Planning

Get a custom college funding plan tailored to your family’s individual situation. This plan combines academic, cash flow, and tax strategies that could save thousands of dollars and hundreds of hours.

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About Brad Baldridge CFP

Author, sought after speaker, certified financial planner, and college funding specialist, Brad has over twenty years helping individuals and business owners reach their personal and financial goals.

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Wealth Services

Investment Planning
Tax Planning
Charitable Giving
Net Worth / Cash Flow Analysis
Debt Management
Education Funding
Insurance Planning
Estate Planning / Charitable Giving
Financial Independence Planning
Personal Paradise

Our Other Websites

Taming the High Cost of College
Baldridge College Soutions

Affiliations

certified-financial-planner-logo    financial-planning-association-logo

Copyright © 2009 – 2024, Baldridge Wealth Management. All rights reserved.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Baldridge Wealth Management. Cambridge’s Form CRS (Customer Relationship Summary). Baldridge Wealth Management and Cambridge are not affiliated.

Check the background of firms and investment professionals on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states of California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Montana, Maryland, Minnesota, Missouri, New York, Ohio, Oklahoma, Oregon, Texas, Utah, Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.