Wilke Wealth & Investment Planning

09/09/2026

Meet our Investment Team: Beth, Elizabeth, and Ann!

Many of our clients have had the opportunity to meet with Beth during review meetings, but we also want to introduce the incredible team members who help support our investment planning efforts behind the scenes.

Ann and Elizabeth bring a wealth of knowledge, experience, and dedication to our clients every day. Together, Beth, Ann, and Elizabeth work closely to help ensure our clients receive thoughtful guidance, exceptional service, and personalized support throughout their financial journey.

We're grateful to have such a talented investment team committed to helping our clients work toward their goals.

09/09/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. http://spr.ly/6182BGHqHQ

09/08/2026

September is Childhood Cancer Awareness Month, a time to recognize the children and families facing cancer and to support the critical research needed to create better treatments and, ultimately, cures.

We are proud to partner with Alex's Lemonade Stand Foundation and support their mission to fund life-saving childhood cancer research. Last year, we raised more than $50,000 for ALSF, and our momentum is just getting started.

Childhood cancer remains the leading cause of death by disease among children in the United States. Despite its impact, pediatric cancer research continues to need greater funding and awareness. Every dollar raised helps researchers develop safer, more effective treatments that give children the best chance at long, healthy lives.

If you'd like to join us in making a difference, we invite you to attend our Lemon Bash on September 10 at Centraal Grand Cafe & Tappery in Bay View. Enjoy an afternoon of community, food, drinks, and entertainment while supporting a cause that matters.

Get your tickets before they sell out: https://www.eventbrite.com/e/lemon-bash-alsf-fundraising-event-tickets-1997571849174?aff=oddtdtcreator

09/07/2026

Today, we honor the people behind the progress. Labor Day is a time to celebrate the hard work, determination, and teamwork that drive organizations and communities forward. We are grateful for every employee, colleague, and partner whose efforts make a difference every day. Thank you for your dedication, innovation, and commitment. Wishing everyone a happy, safe, and well-deserved Labor Day.

09/04/2026

September is Life Insurance Awareness Month, a reminder that protecting your future starts with planning today.

Life insurance helps provide financial protection for your loved ones, while certain policies can also offer valuable living benefits, including guaranteed growth, stable premiums, and potential dividends. It's a versatile tool that can support both your family's future and your long-term financial plan.

Reach out to get started on protecting your future today.

09/02/2026

👋Meet our Insurance Operations Associates, Kayla and Fran!

Our team at Wilke Wealth collaborates to provide the best possible service, and these two will be your go-to resources for the majority of your insurance questions. Whether you have questions about coverage, policy updates, or general insurance needs, they are here to help make the process as smooth and stress-free as possible. Their knowledge, responsiveness, and commitment to helping clients make them an invaluable part of the Wilke team. We are proud to have them supporting you every step of the way! ✨

09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=088054

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6180B1xnkK

08/31/2026

What is it really like to work with Wilke Wealth?

We're excited to share our new company video, offering an inside look at who we are, how we serve our clients, and what makes the Wilke Wealth experience unique.

Whether you're planning for retirement, building wealth, protecting your family, or navigating life's financial milestones, our team is committed to helping clients make informed decisions with confidence.

If you have a parent, adult child, friend, family member, or colleague who may be looking for a financial advisor that puts their clients first, we encourage you to share this video with them and explore our newly refreshed website. We look forward to helping more individuals and families pursue their financial goals.

🎥 Watch the video:
https://youtu.be/pQn1zHbgQYQ?si=tM5ZT8UJWVH7gzki

🌐 Visit our website:
https://www.wilkewealth.com/

Learn more at the Northwestern Mutual website: https://www.northwes...

08/27/2026

🎉 Three rankings. One incredible team. We're proud to recognize our founder, Mindy Wilke, on three Forbes 2026 lists, a reflection of our commitment to excellence, innovation, and the people who make it all possible. Thank you to our employees, clients, and partners for being part of this achievement.

Here's to continuing to raise the bar. 🏆🏆🏆



Forbes Top Women Wealth Advisors Best-In-State Ranking Published 2/5/26. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo. Forbes Best In State Wealth Advisors Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo. Forbes Best In State Financial Security Professionals Ranking Published July 2026. Data as of 12/31/2025. No compensation provided for ranking. Licensing fees apply to use Forbes logo.