Our Promise to You

At KerberRose Wealth Management LLC we are devoted to assisting our clients in achieving their financial objectives. Our commitment is based on four basic philosophies:

Client Focused

Serving our clients is the most important part of our Wealth Management process.

Experience

Our Advisors make up a team of experts with combined experience to help you in the various aspects of Wealth management.

Simplicity

We keep it simple. We help you understand the numbers and solutions. This assistance helps you make informed decisions regarding your financial goals.

Honesty

At KerberRose Wealth Management LLC you can expect to receive honest and objective direction. We believe our objectivity enables us to provide superior client service.


Retirement Planning

Retirement Planning

You’ve worked hard and are looking forward to retirement. What are your goals? Do they include traveling, more time for leisure, hobbies or personal fulfillment? KerberRose Wealth Management can guide you through the retirement planning process using a balanced approach that considers both your lifestyle and finances. Our Advisors can provide savings strategies, retirement checklists and financial calculators to help you reach your retirement goals.

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Investment Planning

Investment Planning

It may feel daunting going through the sea of investment options to understand which investments are right for you. KerberRose Wealth Management can help you build a personalized Investment Plan taking into account your financial goals. Our process includes understanding your investment personality, designing a portfolio with asset allocation that suits your investor profile, and then monitoring and rebalancing the plan as necessary. Our philosophy is a well-diversified and professionally managed Investment Plan is critical to achieving your financial goals.

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Income Protection & Asset Preservation

Income Protection & Asset Preservation

Your lifestyle and family may depend upon your income. It is our priority to review your financial goals, and actively plan for life’s unexpected events. KerberRose Wealth Management can work with you on strategies to protect your wealth and assets using risk management, tax planning, business succession planning and estate planning solutions. Wealth preservation is a significant component of attaining your financial objectives.

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Contact Us

KerberRose Wealth Management LLC
115 E. 5th Street
Shawano, WI 54166

Phone 800-729-2065
Phone (Alt) 715-526-9400
Fax 715-524-2599


Download our firm ABV Brochure

KerberRose Wealth Management LLC is a registered investment advisory firm and the wealth management subsidiary of KerberRose Holdings LLC. Investment Advisory services offered through Investment Advisor Representatives of KerberRose Wealth Management LLC. We currently have individuals licensed to offer securities in the state of Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211. KerberRose Wealth Management, LLC is not owned or operated by Comprehensive Asset Management. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA’s BrokerCheck.