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Services

 

Brokerage Services

Individuals have access to a variety of investment vehicles that can

 

Education Planning

Like Retirement Planning, which has to commence long before you enter

 

Financial Planning

Many individuals confuse financial planning with general savings and

 

Investment Management

While many of us don’t realize it, we are constantly engaged in

 

Insurance and Annuities

INSURANCE PLANNING

If there’s one thing certain about life – it’s the

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type

 

Solutions for Businesses & Business Owners

When you are full of ideas for starting a new business, all you can

 

Estate Planning

For some people, financial planning is mainly concerned with how best

12700 W Bluemound Road
Suite 208
Elm Grove, WI 53122

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Securities offered through LPL Financial, Member FINRA/ SIPC. Investment Advice offered through Grove Point Financial, LLC, a registered investment advisor. Grove Point Financial, LLC, and Elmbrook Associates, LLC, are separate entities from LPL Financial.  Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS. 

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