Advisory Services

Wealth management is a complex endeavor, and the factors influencing your business's success are always changing. Our team of professional financial advisors believes in building long-term, mutually beneficial relationships by understanding the needs and expectations of our business clients, along with delivering superior value.

Through LPL Financial, Ixonia Wealth Management is able to:

  • Develop and monitor financial plans and policies
  • Offer full-service brokerage investments
  • Offer fee-based advisory solutions

Unfortunately, if you are like most owners, you don't have the time to do a detailed analysis of these decisions, and you have even less time to assess the impact on value for shareholders.

We understand operating realities and have vast experience in internal and external financial matters. Our experience and flexibility allow us to act in a variety of roles, ranging from "sounding board" to a trusted partner in performing:

You are advised every step of the way to make sure your portfolio addresses your investment goals as they evolve and grow. Contact a LPL Financial Advisor at Ixonia Wealth Management today, and learn more about how we can help you and your business.

INVESTMENT DISCLOSURE

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Jeff Taylor – WI & IL   Lisa Lopacinski – WI, FL, MN

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