Management of your wealth is a full-time job both before & after you retire. Our process is simple and direct. We will review your retirement objectives and goals to understand how we can protect your principal using a holistic approach with reasonable rates of return.
116 N. Dodge Street, Unit #8
Burlington, WI
5758 Elaine Dr, Ste 113,
Rockford, IL
200 South Executive Dr, Ste 101
Brookfield, WI
By contacting Brian Whitaker or 1st Opulence Financial WI Ins Lic # 7537641 and 100196882, IL Ins Lic #7537641 and 100289111, IN Ins Lic #431386 and 712040, GA Ins Lic #2821860 and 164641, IA Ins Lic #7537641 and 1002288784, MS Ins Lic#10418826 and 15028463, FL Ins Lic #W610386, you may be offered information regarding the purchase of insurance products.
Investment advisory services offered through Gibbs Wealth Management a Registered Investment Advisor in the state of Wisconsin. Gibbs Wealth Management DBA Great Lakes Wealth Manage¬ment is an Investment Advisory Representative in the State of Wisconsin. Insurance products and services are offered through 1st Opulence Financial. GWM and 1st Opulence Financial are not affiliated companies. GLWM and 1st Opulence Financial are affiliated companies.