Charter Spectrum

Wipfli, based in Milwaukee, is one of the largest accounting and business consulting firms in the United States. The company helps individuals and businesses streamline processes, improve performance, leverage technology, and increase financial success. It has offices throughout Wisconsin and Minnesota, with a staff of more than 700 professionals. The company works in areas, such as, manufacturing, health care, construction and real estate, finance, nonprofit, dealerships, grant-funded programs, small and emerging businesses, and government. Wipfli is a member of Moore Stephens North America, the North American regional arm of Moore Stephens International that is regarded as one of the top 20 accounting and consulting networks in the world, with more than 480 offices spanning over 90 countries.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.