WHY WORK WITH US?

Choosing an investment advisor is one of the most important decisions you will make. So why consider placing your trust in Milwaukee Private Wealth Management?

We are Independent

Milwaukee Private Wealth Management, Inc. is an SEC Registered Investment Advisory Firm. That means we work for no one but you. We don't sell product, nor are we beholden to the dictates of a Wall Street Brokerage firm. Our advice is based solely on what is in your best interest as determined by your investment and life goals.

We are Experienced

Jeff Geygan formed Milwaukee Private Wealth Management, Inc. following a successful 20+ year career with two major Wall Street Brokerage firms. He brings not only experience, but the unique perspective of having been an "insider" and knowing how important independence is to intelligent investing. He is an avid student of history and has been through many market cycles, gaining the wisdom, patience, and confidence to guide clients through even the most turbulent market fluctuations.

We are Excellence

From our service model to our investment process, we strive for excellence. We begin with a deep understanding of your unique situation and life goals, gradually building a foundation of trust that is the cornerstone of any good relationship. We explain our investment process, so you will always know what you own and why you own it. And we are committed to the service that you deserve. It is no wonder we have client relationships spanning four generations.

We are Value

We use a value-oriented investment approach, appraising companies on a fundamental basis, analyzing income statements, balance sheets and statements of cash-flows. We seek to provide long-term rates of return in excess of inflation, thus creating real wealth for clients. Since the day the very first stock was purchased, the best investment results have been achieved using the intellectual rigor of the value approach.

We are Service

We actively manage investments for clients using a combination of equity, debt and cash instruments. We work with your tax advisor to understand the impact your investments might have on your tax filings, and discuss specific tax matters so proactive tax planning takes place. We work with your estate planning advisor to make certain that your investments are positioned and titled according to your plan. We like to know your next generation in order to provide continuity to your estate as assets transition from one generation to the next.

We maintain an exclusive group of clients who trust us and to whom we are committed. This is our promise to you.

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