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    Contact Information

    Baldridge Wealth Management
    2810 S Calhoun Ave
    New Berlin, WI 53151

    Office: (414) 420-4200
    Fax: (414) 377-9006
     

    Our Location

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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.