Kerntke Otto McGlone Wealth Management Group

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3701 E Evergreen Dr Ste 500A
Appleton, WI 54913
+1 (920) 968-4458
https://www.kerntkeottomcglone.com

Kerntke Otto McGlone Wealth Management Group is an independent Registered Investment Advisory Firm based in Appleton, WI. With a team of experienced professionals, they offer a personalized approach to wealth management, integrating investments, tax reduction strategies, retirement income solutions, and family wealth planning to help clients achieve their financial goals.

The founding partners, C. Peter Kerntke, James M. McGlone, and R. Michael Otto, bring a broad area of expertise to provide practical and executable solutions for a wide range of complex financial issues. Whether clients are looking for wealth accumulation, tax management, retirement income strategies, or risk assessment and wealth preservation, Kerntke Otto McGlone Wealth Management Group is dedicated to helping individuals and families reach their financial freedom.

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