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:
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.