Freedom Wealth Alliance

Freedom Wealth Alliance Freedom Wealth Alliance is a Registered Investment Advisory firm that focuses on Financial Planning, In short, we care about what our clients care about.

We are a group of dedicated, experienced professionals advising and serving clients in the Metro Milwaukee area with their financial lives. Our focus is to Educate - Engage - Empower clients to confidently live well and live free as defined by them. From Financial planning to investment management, Freedom Wealth Alliance develops tailored strategies to assist clients in the accumulation, managem

ent and preservation of wealth. Our business cornerstone is a personal relationship built on integrity and the understanding of what is most important to our clients. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial. Member FINRA/SIPC
www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

There are billions in unclaimed dollars in the US. Is some of that yours?
06/17/2025

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Learn the ins and outs of 529 plans before you or your student heads to college.
06/14/2025

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
06/10/2025

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/07/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

M0 is the total of all physical currency worldwide. What’s it look like?
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M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/31/2025

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
05/27/2025

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
05/24/2025

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

What every parent needs to know about insuring his or her teen driver.
05/20/2025

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

With great wealth comes even greater questions. Learn more in our article.
05/17/2025

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
05/13/2025

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
05/10/2025

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Address

675 N Barker Road
Brookfield, WI
53045

Opening Hours

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

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