Taxes

• Tax Planning
• Tax Services
• Income Tax

Investment

• Investment Management
• Wealth Management
  Emma is a Wealth Management Assistant at Wealth Strategy Group. Emma joined Wealth Strategy Group in 2022 and holds her FINRA Series 7 and 66 securities registrations through LPL Financial. Emma’s current responsibilities include managing client needs & collaborating with the advisor team to service our clients.

Accounting

• Accounting Services

Planning

• Financial Planning
  In his role as Plan Manager at LPL Financial, Ross supports the Wisconsin office where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Ross partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with the Wisconsin office.
• Retirement Planning