Witz Financial

Witz Financial Experienced financial planning firm in Appleton WI with emphasis in insurance, investments, IRAs, 40

Don Schleicher and Brian Witz have over 55 years of combined experience in the insurance and financial services industry. They will work with you on your schedule to share their knowledge and expertise with you to help you meet your financial goals. Schleicher/Witz Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most compreh

ensive and personal service available for each of our clients. We strive to create financial stability and security to provide financial independence. Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.


*Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance Services offered through Schleicher/Witz Financial which is not affiliated with Woodbury Financial Services, Inc. To view our Social Media Policy go to http://www.schleicherwitzfinancial.com/social-media-disclosure/

We’re so grateful for our amazing clients!! Thanks to your generosity, our recent food drive brought in $310 and 468 lbs...
12/19/2025

We’re so grateful for our amazing clients!! Thanks to your generosity, our recent food drive brought in $310 and 468 lbs. of food to help support local families. Together, we’re making a difference, and we couldn’t have done it without you. Witz Financial is wishing all of you a joyful and safe holiday season.

This Food Drive Friday thank you includes: Sunset Wealth Management, Menasha Utilities, Community Blood Center, Witz Financial, Encapsys, AAA, Great Northern Corp., Voith, Highlands Memorial Park Cemetery, and Neuroscience Group!

Thank you to everyone that has donated, and for caring for our neighbors. We truly appreciate it!

If interested, please RSVP via email to Colin@northpointfingrp.com by Thursday April 24th and let him know you are a cli...
04/21/2025

If interested, please RSVP via email to [email protected] by Thursday April 24th and let him know you are a client of Witz Financial.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
05/19/2022

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
05/18/2022

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
05/17/2022

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

When the rules of the game change, tactics should follow in response to the new landscape.
05/16/2022

When the rules of the game change, tactics should follow in response to the new landscape.

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The sooner you begin investing, the longer your money can work for you.
05/15/2022

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Three tips for giving smart from the heart.
05/14/2022

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

A can help care for a special needs child, even after you’re gone.
05/13/2022

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Do you have a will? Is it updated?
05/12/2022

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Address

47 Park Place Suite 375
Appleton, WI
54914

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

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