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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How Income Taxes Work
A quick look at how federal income taxes work.
Protect yourself against the damage that your homeowners policy doesn’t cover.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Gaining a better understanding of municipal bonds makes more sense than ever.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
For women, retirement strategy is a long race. It’s helpful to know the route.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know these three personal finance sayings?