Wealth & Wisdom of Wi LLC

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Harbour Investments, Inc. is a financial services firm based in Madison, WI, with a recent addition to their team in Charlotte, North Carolina. Specializing in a range of products and services, Harbour is dedicated to providing personalized financial solutions to clients. With a focus on building strong relationships and upholding regulatory standards, Harbour Investments has a history of charitable initiatives and a commitment to professionalism. Their team of financial professionals work diligently to help clients achieve their financial goals.Generated from the website

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.