Devin Murray TIAA Wealth Management Advisor

Our wealth management advisors in TIAA’s Madison, WI office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 455-8786.

Poehling Capital Management is a private money management firm providing customized investment portfolios to both individuals and organizations. We are independent thinkers that perform our own investment research. Our equity research efforts are focused on identifying and monitoring companies possessing sustainable competitive advantages within their particular industry. These companies represent a small subset of the overall market. We also seek to exploit special investment situations involving corporate spin-offs, reorganizations, restructurings, and merger activities. Our investment portfolios are managed using a contrarian investment philosophy and the holdings are concentrated into our best ideas. We place a strong emphasis on investor education. We firmly believe that our investors can achieve improved investment results by being more informed and educated as to the strategies being employed in the management of their money.

Kovitz is a trusted asset management and advisory firm based in Madison, WI, serving high net worth individuals, institutions, and financial professionals. With a focus on long-term investment solutions and rigorous research, they work closely with clients to implement tailored financial planning and wealth management strategies. As an independently managed advisor, Kovitz is committed to their clients' best interests, managing and advising on over $7.68 billion in assets. Their disciplined approach avoids market predictions, instead assessing intrinsic value to make informed investment decisions, while their patient outlook emphasizes long-term success over short-term volatility. By prioritizing intrinsic value and minimizing downside risk, Kovitz aims to generate substantial gains for their clients.Generated from the website