Welcome to West Madison Wealth Management
We are glad you've taken the time to visit our website, because we believe, that in an environment where increasingly challenging financial markets, longer life expectancies, and the financial complexities of modern family, are the norm rather than the exception, everyone can benefit for experienced advice. With that in mind, we seek to help our clients navigate through these markets, and at the same time create long term partnerships as your trusted advisors. We are committed to helping you work toward your lifetime goals, by building a prudent financial plan, and the strategies to execute the plan. We start by initially defining the goals and targets, and as time passes by, and conditions change, we'll work together to adjust our plans and strategies as needed to help keep us on track.
If you are thinking of becoming one of our clients, please reach out to us, your interest is welcome, and we will set time aside to visit, and learn more about you and the kind of services you're seeking.
Whether you're a new private investor, experienced and sophisticated, or already planning on structuring a multi-generation plan; or if you are an institutional investor seeking help for your company, cash management solutions, 401(k) plan, or you're looking for help managing your foundations assets, let's set time to talk and see how we can work together.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Beware of these traps that could upend your retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that vacation home, you invested the money?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When should you take your Social Security benefit?
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.