The W Group Financial Partners - NM

The W Group Financial Partners - NM Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The W Group Financial Partners - NM, Financial service, 316 E Silver Spring Drive Ste 300, Whitefish Bay, WI.

For Read a Book Day, we’re sharing what the W Group team is currently reading. From page-turners to books that make you ...
09/06/2026

For Read a Book Day, we’re sharing what the W Group team is currently reading. From page-turners to books that make you think, there’s a little bit of everything on this list.

Comment below some book recommendations for the team!

It’s hard to believe Fritz is already one! The past year has brought plenty of smiles, new milestones, and a whole lot o...
09/05/2026

It’s hard to believe Fritz is already one! The past year has brought plenty of smiles, new milestones, and a whole lot of personality. We loved celebrating our littlest W Group family member over the weekend and can’t wait to see what this next year brings. Happy 1st birthday, Fritz!

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
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/6180B1xnom

Lisa and Jessica both happened to be at a Brewers game recently, with no idea the other was going. Out of thousands of f...
08/27/2026

Lisa and Jessica both happened to be at a Brewers game recently, with no idea the other was going. Out of thousands of fans, they somehow ended up running into each other. You really can't make that stuff up.

As if that wasn't enough of a coincidence, Northwestern Mutual was also the presenting sponsor of the Legends Game after the regular game.

Just one of those fun, unexpected moments that makes for a pretty great day at the ballpark.

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6189BELSHJ

We had the opportunity to bring together friends and fellow golf fans for the Wisconsin Golf Roundtable Event, and we co...
08/19/2026

We had the opportunity to bring together friends and fellow golf fans for the Wisconsin Golf Roundtable Event, and we couldn’t have asked for a better night. ⛳️

The evening included a live screening of The Dream Loop, followed by a Q&A with DJ Piehowski of No Laying Up, Rob Jansen, Executive Director of the Wisconsin State Golf Association, and Alex Benson-Crone, Superintendent at Erin Hills.

It was a great showing of the film and an even better conversation afterward. Thank you to everyone who came out and helped make the night what it was.

A special thank you to DJ, Rob, and Alex for joining us, sharing their perspectives, and giving us such a fun look into Wisconsin golf. We’re incredibly grateful to everyone who was part of it!

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6185BEAFf7

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan a...
08/10/2026

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. http://spr.ly/6184BEpEWO

Making the most of summer while it lasts. ☀️🌊The W Group team recently spent the day out on the water with fellow Wealth...
08/07/2026

Making the most of summer while it lasts. ☀️🌊

The W Group team recently spent the day out on the water with fellow Wealth Management Advisor and friend, Scott Schwertfeger. It was one of those days that didn't need much of an agenda. Just good company, plenty of sunshine, and a chance to slow down and enjoy the season together.

Summer always seems to go by a little too fast, so we're glad we could soak up a day like this before the calendar starts to fill up again.

The Wisconsin Golf Roundtable is happening this week, and there's still time to join us! ⛳️If you've been thinking about...
08/03/2026

The Wisconsin Golf Roundtable is happening this week, and there's still time to join us! ⛳️
If you've been thinking about attending, now's the time. Tickets are still available, and we'd love for you to bring your friends, family, or anyone who enjoys great conversation and Wisconsin golf.
Join us for a screening of The Dream Loop, followed by a moderated discussion and Q&A with DJ Piehowski of No Laying Up, Rob Jansen, Executive Director of the Wisconsin State Golf Association, and Alex Benson-Crone, Superintendent at Erin Hills.
It promises to be an evening filled with great stories, great company, and conversations you won't soon forget. If you'd like to attend or have any questions, reach out to our team directly. We hope to see you there!

Address

316 E Silver Spring Drive Ste 300
Whitefish Bay, WI
53217

Telephone

+14145591971

Website

Alerts

Be the first to know and let us send you an email when The W Group Financial Partners - NM posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category