Services

KerberRose Wealth Management - Man With Piggybank

Today’s investment climate offers unprecedented opportunities. At KerberRose Wealth Management, LLC, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals and objectives.
  • A well-defined route for achieving those goals.
  • Ongoing advice to keep clients on course as their financial goals evolve.

Our services cover all the areas of financial management, from investments and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both their short and long-term goals.

KerberRose Wealth Management - Financial Planning

Investment Advisory Services

  • Analysis of Investor Profile
  • Asset Allocation & Portfolio Analysis
  • Mutual Funds, Stocks, Bonds, Separately Managed Accounts, Fixed and Variable Annuities
  • Tax-Advantaged Investing – to help reduce your tax liability and let your money work for you

Insurance Services

  • Life – Term, Universal, Variable
  • Estate Protection, Key Man, Executive Bonus, Buy-Sell Coverage
  • Disability – Income Replacement
  • Long Term Care – Funding and Asset Protection Strategies
  • Health – Group & Individual
  • Property & Casualty Insurance *

Retirement Planning

  • Retirement Needs Projections, Accumulation and Distribution Strategies
  • IRA, 401(k), 403(B), SEP, Simple & Profit Sharing Plans
  • Social Security Benefits Analysis
  • Lump-Sum Distribution Analysis

Financial Planning

  • Setting financial goals, developing and implementing personalized financial strategies and monitoring your progress towards achieving your objectives.
  • Educational Funding & College Planning including 529 College Savings Plans
  • Cash Flow & Budgeting

KerberRose Wealth Management - Financial Growth

Estate & Gift Tax Services

  • Review of Estate Documents
  • Determination of Cash Needs at Death
  • Income Needs of Surviving Dependents
  • Lifetime Gifting Programs

Business Succession Planning

  • Advanced planning solutions and techniques for closely held businesses

* Property & Casualty Insurance offered through 3rd Party

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 ADV 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.