Financial Advisors in Milwaukee, WI
11270 W Park Pl
Suite 900
Milwaukee, WI 53224
Focus Partners Wealth is your locally based investment advisor in Milwaukee, WI — but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Rooted on the western shore of Lake Michigan at the confluence of three rivers, in a city renowned for its industrial heritage, world-class arts scene, and deeply connected neighborhoods, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Milwaukee, WI. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Milwaukee Team
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Chris Nicholson
CFP®
Senior Wealth Advisor
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Kathleen Dougherty-Klein
CFP®, CBDA
Senior Wealth Advisor
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Nicholas Dewsnap
Senior Wealth Advisor
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Ruben Rivas
Wealth Advisor
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Michele Turner
Client Service Lead
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Kathleen Gould
Client Service Specialist
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Connor McChesney
Regional Vice President