Wealth Management

We pull it all together so you don't have to.

We help coordinate your plan, your portfolio, your business, your capital and the other elements of your financial life. Our relationship is built with, around and for you.

Guided by our expertise, integrated with cutting-edge technology and communicated when, where and how you want it.

We are planners, investors, advisors and owners. Not bankers, insurance agents, accountants, brokers, product salespeople or someone else’s employees. Our people have high-level professional designations (CFA™ or CFP™) or graduate degrees (JD and/or MBA). Our advisors average over 20 years of experience in the investment industry. Wherever you’d like to take your legacy, we’re here to help.

Wealth Management services in addition to Planning and Investment Solutions:

  • Coordination with business, tax, legal, insurance, banking and other professionals;
  • Philanthropic planning and investment management of charitable entity assets;
  • Retirement & cash flow planning;
  • Estate liquidity planning;
  • Family history, legacy & business transition/succession planning;
  • 401(k) plan advisory services;
  • Automated investment management (Robo-advisory) services;
  • Alternative investment analysis & investment opportunities;
  • Outsourced Chief Investment Officer & Family Office Services;

HOW CAN WE HELP?

Illo At Table Colored

Tell us. We'll listen.

Resonant Capital Advisors

33 East Main Street
Suite 440
Madison, WI 53703

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Important Consumer Disclosure

Resonant Capital Advisors, LLC (“RCA”) is an SEC registered investment adviser with its principal place of business in Madison, Wisconsin. RCA and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which RCA maintains clients. RCA may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. RCA’s website is limited to the dissemination of general information regarding its investment advisory services to United States residences residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of RCA’s website should not be construed by any consumer and/or prospective client as RCA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from RCA. Any subsequent, direct communication by RCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RCA, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of RCA’s current written disclosure statement discussing RCA’s business operations, services, and fees is available from RCA upon written request. RCA does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to on RCA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

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