About Kerntke otto mcglone wealth management group
Kerntke Otto McGlone Wealth Management Group: A Distinctive Approach to Wealth Management and Financial Services
Kerntke Otto McGlone Wealth Management Group is an independent Registered Investment Advisory Firm that offers a unique approach to wealth management and financial services in Appleton, Wisconsin. The firm was founded by three experienced financial advisors who shared a common vision of providing personalized, comprehensive, and objective advice to their clients.
At Kerntke Otto McGlone Wealth Management Group, the team believes that every client is unique and deserves a customized approach to their financial planning needs. They take the time to understand each client's goals, risk tolerance, and investment preferences before developing a tailored plan that aligns with their objectives.
The firm's investment philosophy is grounded in academic research and focuses on building diversified portfolios using low-cost index funds or ETFs. They believe in taking a long-term view of investing and avoiding market timing or stock picking strategies that can lead to underperformance.
In addition to investment management services, Kerntke Otto McGlone Wealth Management Group offers comprehensive financial planning services that cover retirement planning, estate planning, tax planning, insurance analysis, college funding strategies, and more. Their goal is to help clients achieve their financial goals while minimizing taxes and maximizing returns.
One of the things that sets Kerntke Otto McGlone Wealth Management Group apart from other firms is their commitment to transparency. They believe in full disclosure of fees and expenses so clients can make informed decisions about their investments. The firm operates on a fee-only basis which means they do not receive commissions or incentives for recommending certain products or services.
Another key differentiator for Kerntke Otto McGlone Wealth Management Group is their focus on education. They believe in empowering clients with knowledge so they can make informed decisions about their finances. The team regularly hosts educational seminars on various topics such as retirement planning or college funding strategies.
Overall, Kerntke Otto McGlone Wealth Management Group is a trusted partner for individuals and families who want a personalized approach to their financial planning needs. With their commitment to transparency, education, and objective advice, clients can feel confident that they are in good hands.