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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How to help determine life insurance needs to provide for your family after you pass away.
Purchasing homeowners insurance is critical for protecting your home.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Lifestyle considerations in creating your retirement portfolio.
Five creative (and inexpensive) ideas for motivating your employees.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.