The Willenbrock Group is a collaborative team with more than three decades of devotion to financial planning. We are compassionate professionals who seek to help you address your financial needs and pursue the future you envision.
We understand your most important goals, such as planning for retirement, caring for aging parents, business succession planning, and transferring wealth to future generations. We enjoy taking the time to learn about your unique situation, and putting a plan in place that reflects it.
We work with multiple generations of families to deliver the confidence that a wealth management plan conveys.
Tad Willenbrock has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
Building on a foundation of trust
What do you see when you look to the future? Are you confident that your family’s wealth will continue to grow? Our experienced team can help you ask the right questions and develop a plan to find the answers you seek.
A financial planning process shaped by your priorities
We will work with you to understand your life, your wealth and what you want to accomplish. And we’ll coordinate with your tax and legal advisors to align your plan with your overall situation.
Planning is the doorway to what’s possible. We can help you get started by conducting a Financial Goal Analysis. This powerful tool can tell you whether you’re on track toward achieving the life you envision.
“Our multigenerational approach to financial planning includes things that people don’t always think about, such as life insurance and long-term care.”
— Fred Jauch
Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Advice and support during life’s transitions
As a family practice, we value the ability to guide you through major life events. You can count on us to treat you like family as we address your financial and personal concerns.
Helping you bring stability to changing circumstances
For nearly 35 years as Financial Advisors, we have worked with individuals and families in every stage of life. We can help you navigate financial challenges that include:
- Funding college education for children or grandchildren
- Creating a plan to generate income in retirement
- Helping those who are newly single to manage their finances
- Funding care for aging parents
- Involving the entire family in financial planning
- Passing on your values along with your wealth
- Leaving a legacy for institutions that are meaningful to you
“We strive to earn your loyalty through our dedication to you and your family.”
— Elizabeth Willenbrock
Backed by the strength of UBS
At UBS, our singular focus is wealth management. Our firm offers an experienced perspective and global resources to help anticipate the needs of you and your family.
A global leader in wealth management
As UBS Financial Advisors, we are well positioned to address every dimension of your life and goals. The abilities of our group is enhanced by our firm’s standing, including:
- A nearly 150-year tradition serving high net worth individuals and families in Europe, the United States and Asia
- A presence in over 50 countries, which provides a truly global perspective into markets and economies around the world
- Broad access to third-party investment providers complemented by our asset management and investment banking capabilities
“Being part of UBS allows us to do more for you, whether it’s investment management, wealth transfer, charitable planning or whatever else you need.”
— Tad Willenbrock
We look beyond managing your money
Our clients’ complex financial life encompass much more than investing. Learn about how our approach we call Advice. Beyond investing. can help you find answers to your questions about pursuing the goals that matter—for every part of your life, at every stage of your life.