What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Kadletz Wealth Management, LLC

Home
United States
De Pere, WI
Kadletz Wealth Management, LLC

Directions Website

Retired Yet? | 📍De Pere, Wisconsin Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC.

Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

11/03/2026

November is National Family Caregiver Month.

Caring for someone you love is one of the most generous things a person can do.
It's also one of the most financially complex.

Caregivers often have to manage out-of-pocket costs and long stretches away from the workforce. In some cases, that can lead to reduced income. Those gaps can add up over time and add stress to an already difficult situation.

If you or someone close to you is in a caregiver role, it's never too late to create a strategy.

11/01/2026

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of...

Estate Planning, Estate, Retirement, Investing, Finance, Financial Advisor

10/30/2026

Uncover the secrets of Tax-Loss Harvesting. Explore our new article to find out how to unlock the potential of this tax strategy.

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

10/28/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

10/28/2026

John hit the road last week to visit some of our clients in the Kenosha area for their reviews. While technology makes it easy to stay connected and meet remotely, sometimes it's nice to sit down face-to-face and catch up over coffee or lunch. ☕️

10/26/2026

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

Preserve your high net worth with these foundational tips.

10/23/2026

Preserving wealth is about more than protecting dollars; it’s about creating habits that allow your resources to endure and serve a purpose. These six practices can support you in preserving and extending your wealth across generations.

10/23/2026

What if your financial advisor encouraged you to spend more, not just save more?

Our job isn't just to help clients grow their money. It's to help them feel confident spending it and enjoying the retirement they've worked so hard for.

10/21/2026

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.

10/20/2026

As 2026 winds down, you might be thinking, "What's left on my to-do list?" 📝

Here are two important things you might be overlooking: designating a trusted contact and establishing a Power of Attorney (POA). A little planning now can mean less stress in 2027.

Address

3200 Packerland Drive
De Pere, WI
54115

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.kadletzwealth.com/

Alerts

Be the first to know and let us send you an email when Kadletz Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.