Shannon V. Wegner

Fee Only Fiduciary

CFP®

Wegner Asset Management, LLC-----, Middleton, WI 53562

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives

High Earning First Generation

Retirees or Seniors

Major Milestones I Specialize In

Early Retirement or Financial Independence

Retirement Planning

Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Wegner Asset Management offers independent, objective, and personalized investment management and financial planning to a small clientele of families, small business owners, trusts, and estates. Based in the beautiful Madison, Wisconsin area, I am entrusted by clients throughout the country, with most of them coming directly from client referrals. As a fee-only adviser, the only money I earn comes directly from my clients, and as a fiduciary, I have a clear legal duty to always put their best interests first.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

Schedule a Consultation

Financial Planner Certifications

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Tax Planning

Retirement Income and Distribution

Estate, Trust, and Legacy Planning

Cash Flow and Debt Optimization

Concentrated Stock and Diversification Planning

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.