NetworkยทFamily Office
๐ APPLETON, WI
SEC CRD #801-67464
Independent Investment Advisory Firm | KOM Wealth Management WI Skip to main content menu Home Our Team Our Services Client Login Resources Financial Calculators Useful Links Blogs Contact Us Where you want to be. Learn More Our Philosophy As an Independent Registered Investment Advisory Firm, we provide a distinctive approach to wealth management. Through a consultative process, our seasoned team of professionals assesses your circumstances to develop a personalized and tailored plan. A plan that encompasses your investments, tax minimization strategies, retirement income solutions, and family wealth planning. Our aim is to deliver sensible, actionable solutions that align with your unique financial goals and aspirations. Our founders and partners of KOM Wealth Management Group have dedicated their careers to assisting clients in reaching their financial objectives. The breadth of our expertise allows us to offer sound advice on various intricate financial situations. Our Services WEALTH ACCUMULATION Whether you desire to buy a business, a vacation home, are saving for education expenses or working hard toward a self sufficient retirement, we can recommend an investment strategy that reflects your individual investment needs. TAX MANAGEMENT We take a proactive approach to tax planning and will work directly with your tax advisor to effectively manage your income taxes. We can even help you develop charitable gifting strategies. RETIREMENT INCOME STRATEGIES Our goal is to hel
JIM MCGLONE
CCO
๐ (920) 733-3865
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AUM
$408M
Location
APPLETON, WI
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