Hanke & Co. Wealth Management delivers fee-based investment management and financial planning services that encompass retirement funding, estate planning, tax planning, planned giving and planning for special needs such as college tuition and home purchase.
For more than 30 years, we have stood by our clients through many market contractions and expansions. We take an integrated, collaborative approach to financial planning that promotes prosperity of clients and their loved ones over generations, not simply through the next market cycle. As trusted long-term investment consultants, we take leadership in safeguarding our clients’ wealth while educating and reducing complexity for them so they can make sound financial decisions.
Hanke & Co. Wealth Management is certified by the Certified Financial Planner (CFP®) Board of Standards to uphold the board’s Standards of Professional Conduct - including the Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards. We will continue to adhere to CFP® Board standards because we believe strongly in the CFP® Standard of Excellence.
We offer to any prospective client an unconditional, one-hour, complimentary consultation where we welcome any and all questions. Schedule your consultation today.