A plan tailored for you For the goals you want to accomplish

From left to right:
Lee McCarthy, Lynn Magner, David Perrigo, and Andrew Rehorst

Perrigo Magner


phone

414-289-3814
800-333-6004



phone

855-536-5212



address

17775 W. Bluemound Road
Brookfield, WI 53045



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



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