Madison Partners

Madison Partners Madison Wealth Partners, Inc. (“Madison Partners”) is a registered investment advisor. Madison Wealth Partners, Inc is a registered investment advisor.

We are very proud to be able to represent our clients as both certified financial planners and fiduciaries in an industry where credibility and trust are paramount. Madison Partners provides investment advisory and related services for clients nationally. Madison Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.themadisonpartners.com/.

Picture three buckets sitting on your kitchen table: one taxed every year, one taxed later, one never taxed again. Most ...
09/08/2026

Picture three buckets sitting on your kitchen table: one taxed every year, one taxed later, one never taxed again. Most people only fill the middle bucket their whole career. Having a mix gives you options later, letting you choose which bucket to draw from based on your tax bracket that year, not just the one account you happened to build. This is general education, not personalized tax advice, so talk specifics through with your CPA. Save this for your next tax conversation.

Myth: financial planning is something you start thinking about closer to retirement. Fact: nearly every major life decis...
09/03/2026

Myth: financial planning is something you start thinking about closer to retirement. Fact: nearly every major life decision has a financial planning piece, whether it is adjusting a budget, updating a beneficiary, or rethinking a tax strategy. Waiting for one big moment to start planning means missing the smaller ones along the way. Share this with someone in the middle of a big life change.

The difference is rarely the size of the estate. It is usually whether intentions were written down clearly, and whether...
09/01/2026

The difference is rarely the size of the estate. It is usually whether intentions were written down clearly, and whether the people involved knew where to find them. A letter of instruction alongside a formal estate plan will not prevent every disagreement, but it removes a lot of the guessing that disagreements are often built on.

Please join us in welcoming Callie Perallon to the Madison Partners team! 🎉Callie, we’re thrilled to have you join us an...
08/31/2026

Please join us in welcoming Callie Perallon to the Madison Partners team! 🎉Callie, we’re thrilled to have you join us and excited for the energy, dedication, and perspective you’ll bring to the team. As Madison Partners continues to grow, we know your contributions will help us continue delivering an exceptional experience for our clients and building toward what’s next.

We’re excited to have you on board and look forward to everything we’ll accomplish together.

Welcome to Madison Partners, Callie!

Most people have one or two of these in place, rarely all five. Each one covers a different gap: who inherits, who decid...
08/27/2026

Most people have one or two of these in place, rarely all five. Each one covers a different gap: who inherits, who decides on your behalf, who makes medical choices, whose name is on the accounts, and what your family should know that the legal paperwork does not say. A full estate plan usually touches all five, coordinated across your attorney and financial advisor. Share this with someone building their estate planning checklist.

Adjusting a financial plan does not mean starting over. It usually means recalculating around something new: a change in...
08/24/2026

Adjusting a financial plan does not mean starting over. It usually means recalculating around something new: a change in income, a change in expenses, a change in family. The goal of retiring comfortably or leaving something behind rarely changes, the path to it just gets updated along the way. Share this with someone navigating a life change right now.

Claiming Social Security earlier means a smaller monthly check for as long as you receive it, and claiming later general...
08/20/2026

Claiming Social Security earlier means a smaller monthly check for as long as you receive it, and claiming later generally means a larger one, up to age 70. The right age depends on your health, other income, and whether you are still working, so there is no single right answer for everyone. This is general education, not personalized advice for your specific benefit. Save this before you make the call.

Please join us in giving a warm welcome to Keaton Hamilton as she joins the Madison Partners team! 🎉Keaton, we’re excite...
08/18/2026

Please join us in giving a warm welcome to Keaton Hamilton as she joins the Madison Partners team! 🎉Keaton, we’re excited to have you on board and look forward to the knowledge, enthusiasm, and perspective you’ll bring to our team. As we continue to grow, we’re confident you’ll make a lasting impact in supporting our clients and advancing the work we do together.

We’re thrilled to have you with us and can’t wait to see all that’s ahead. Welcome to Madison Partners, Keaton!

Looking back, most people can name three or four moments that reshaped their finances without warning. A job offer. A ma...
08/18/2026

Looking back, most people can name three or four moments that reshaped their finances without warning. A job offer. A marriage. A parent's estate. None of them wait for a convenient time. A financial plan built with some flexibility built in tends to absorb these moments better than one built around a single fixed forecast. Save this for the next unexpected turn.

Please join us in welcomingDaniel Machado to the Madison Partners team! 🎉Daniel, we’re excited to have you with us and l...
08/17/2026

Please join us in welcoming

Daniel Machado to the Madison Partners team! 🎉Daniel, we’re excited to have you with us and look forward to the experience, commitment, and perspective you’ll bring to the team. As Madison Partners continues to grow, we’re confident you’ll make a meaningful contribution to our clients and our shared vision.

We’re grateful to have you on board and excited for everything we’ll accomplish together. Welcome to Madison Partners, Daniel!

Address

1502 W Broadway
Madison, WI
53713

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3:30pm

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