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2. List of Wisconsin locations by per capita income - Wikipedia

   en.wikipedia.org/wiki/List_of_Wisconsin...

   Rank County Per capita income Median household income Median family income Population Number of households 1 Ozaukee: $39,778 $74,996 $90,133 86,395 34,228

3. Mequon, Wisconsin - Wikipedia

   en.wikipedia.org/wiki/Mequon,_Wisconsin

   Mequon (/ ˈ m ɛ k w ɒ n /) is the most populous city in Ozaukee County, Wisconsin, United States.The population was 25,142 at the 2020 census.Located on Lake Michigan's western shore with significant commercial developments along Interstate 43, the community is a suburb in the Milwaukee metropolitan area.

4. Associated Banc-Corp - Wikipedia

   en.wikipedia.org/wiki/Associated_Banc-Corp

   2017 – Acquired Whitnell & Co., a wealth management family services firm [16] 2018 – Acquired Bank Mutual of Milwaukee, Wisconsin [17] 2018 – Acquired Diversified Insurance Solutions, a Milwaukee based employee benefits insurance agency [18]

5. Wellington Management Company - Wikipedia

   en.wikipedia.org/wiki/Wellington_Management_Company

   Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [ 2 ] in over 60 countries, as of 30 June 2020. [ 3 ]

6. Commonwealth Financial Network - Wikipedia

   en.wikipedia.org/wiki/Commonwealth_Financial_Network

   Commonwealth ranks highest in advisor satisfaction on Wealth Management magazine's 2016 Independent Broker/Dealer Report Card. 2017 Commonwealth is honored with the Invest in Others Corporate Philanthropy Award – Financial Institutions for the firm's grassroots initiative, Chemo Caps for Kids. 2018

7. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...