Wealth Management

Consumer Services

Portfolio Reviews

Annually reassessing your financial portfolio is critically important today. When you least expect it, life happens. Markets go up and down, tax rules change and your personal financial needs and goals shift. Life events, large or small, can change everything.

When you meet with an LPL Financial Advisor with Ixonia Wealth Management for a portfolio review, you can expect that we will give you an objective, professional analysis. We will evaluate:

  • Allocation
  • Beneficiary Designations
  • Costs
  • Diversification
  • Risk Tolerance
  • Tax-efficiency

We also realize your investments may be held at several institutions, or that you may be managing your own finances, and that the comprehensive picture of your broader investment portfolio may be somewhat unclear. Let us help you see the big picture. Contact us today for a complimentary, no-obligation consultation with a LPL Financial Advisor at Ixonia Wealth Management.

Existing Clients

We thank you for putting your trust in us. As we continue to further develop our relationships with you, we promise to provide information and updates to you based on your personal preferences. LPL Financial is continually providing us with new tools and resources, and as we meet with you on a regular basis, we will continue to evaluate your goals and plan to accommodate those life events.

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 are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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