About

Thanks to all of YOU, Milwaukee Magazine named ME, Jon Neal “Best Wealth Manager” in 2009, 2010 and 2011!

I am both honored and humbled! This was an independent survey of over 7,400 individuals!

It is my privilege to serve you in the areas of tax, retirement, business and wealth planning. Some of you have been with me since I began my practice in 1984! I never expected this acknowledgment. I simply try to serve your needs as best I can!

Thanks again and I look forward to continuing my relationships with all of you!

We have a head for numbers and a heart for people. We are always striving to help you meet your goals!

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