Investment Consultation and Management

We can provide sophisticated planning for high net-worth individuals and families.

Get in Touch

Contact Us

Send us a message or call today! We’d love to hear from you and provide information or begin a conversation.

W62N265 Washington Avenue
Cedarburg, WI 53012

262-204-8202 / 262-289-5583

262-289-5583

william.bauerband@lpl.com

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI and MN.