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Achieve what matters.

Education | Collaboration | Guidance


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Financial planning isn't just about money, it's about helping you achieve what matters most.

Education

We believe education is an integral part of the financial planning process. Our greatest compliment is when our clients tell us that they now understand things that no one else took the time to share with them before.

Collaboration 

 Through collaboration, we take necessary steps to mold and strategize solutions that are best for the client's needs. These ideas are then discussed and can be implemented based on which ideas resonate best with what you are trying to achieve.

Guidance

Specializing in retirement income strategies, we guide clients down paths that lead to more effective results when they may not know what their next turn might be. Broadly, investors are headed in the right direction, but not all have the most efficient route. 

Planning Areas

See What We Can Do

Investment Planning

The most important thing when it comes to investment planning is figuring out the end goal of the dollars invested. We work with you to determine your goals and then, together, strategize an action plan to move forward.

Income Planning

You have saved and worked hard for your money and now it is time to turn that into income. Using a segmented approach to dollars, our income planning process aims to provide current income along with allocating funds for future utilization.

Legacy Planning

It's important to make sure that any remaining assets in your plan transition efficiently to those you intend to receive them. We work collaboratively with you and a qualified Estate Planning Attorney to help you and your family effectively make this transition. 

Tax Planning

Tax planning and financial planning go hand in hand. While we are not accountants, we use tax assessments to be as adept as possible as it relates to investment management, income planning, and legacy planning.

Life 

Life insurance needs tend to change as we progress through life. Whether using life insurance to protect your family in the case of unforeseen circumstances or for estate planning purposes, planning is best done earlier rather than later. Having the proper life insurance is usually the best failsafe for a financial game plan.

Disability 

Your ability to make money is your greatest asset. If protecting your income is essential to your financial success, disability insurance may be an important topic of discussion.

Long-Term Care

Long-Term Care is something that we usually end up talking about to people who have had an experience with a long-term care need of a parent, relative, or close friend. Our goal is to have that conversation before it becomes an issue of urgency. The conversation around LTC may not always include insurance but rather a family discussion on late-stage planning.  

Small Business

Running a small business is no easy task. Being one ourselves, we understand the issues that small business owners may incur. Whether there is a change, death, or disability in ownership, we work to make sure that your business and its succession plan remain intact. 


If your desires include an efficient transfer of your estate to a charity, an estate or gift plan may be needed. At Fischer Wealth Management, we believe that what we have been given was given to us from God. While there is no prerequisite that our clients feel the same way, we see in scripture that the context of our hearts will determine the quality of our planning and the outcome of our lives. Therefore, whatever planning we do with you, it will start with the desires of your heart.

"Above all else, guard your heart, for everything you do flows from it."
- Proverbs 4:23 
"A good man brings good things out of the good that is stored up in his heart."
- Luke 6:45
"The goal of this command is love, which comes from a pure heart, a good conscience and sincere faith."
- 1 Timothy 1:5


Discover Your Mission

When your giving has a clear purpose, it becomes more gratifying, focused, and effective. It's important to consider your values, life experiences, and interests to create a personal charitable mission to guide your giving.

Organize an Action Plan

There are a few things to consider when organizing charitable giving including educating yourself on the cause, mapping out how you want to help (whether through your time or talents) and, finally, establishing which financial resources to leverage to achieve the highest impact.

Charitable Legacy Planning

Giving does not have to occur only when you are alive. Many people have the goal to extend their tradition of giving beyond their lifetime. Family Charitable Trusts or Family Foundations are options here.

Tax Advantages

The government has established a variety of tax incentives that encourage charitable giving. These incentives give way to the opportunity for charitable donations made to qualifying charities to reduce income tax, capital gains tax, or estate tax. 

Our Team

Fischer Wealth Management Advisors

Jim Fischer, CEP® ChFC® CLU® LUTCF® Photo

Jim Fischer, CEP® ChFC® CLU® LUTCF®

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Contact Information

Email: jfischer@fischerwm.com

Phone: (262) 901-0283

Fax: (262) 901-0290

Location: N27W23957 Paul Rd. Suite 102 Pewaukee, WI 53072

Trevor Kurth, CFP® Photo

Trevor Kurth, CFP®

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Contact Information

Email: tkurth@fischerwm.com

Phone: (262) 901-8315

Fax: (262) 901-0290

Location: N27W23957 Paul Rd. Suite 102 Pewaukee, WI 53072


Schedule a Meeting with Trevor

Paul Tews Photo

Paul Tews

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Contact Information

Email: ptews@fischerwm.com

Phone: (262) 375-0448

Fax: (262) 375-0449

Location: W67N222 Evergreen Blvd. Suite 207 Cedarburg, WI 53012


Josh Fischer Photo

Josh Fischer

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Contact Information

Email: joshfischer@fischerwm.com

Phone: (262) 844-5071

Fax: (920) 385-4229

Location: 2905 Universal St. LL1 Oshkosh, WI 54904

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Fischer Wealth Management - Pewaukee

N27W23957 Paul Rd. Suite 102
Pewaukee, WI 53072
(262) 901-8315

Fischer Wealth Management - Cedarburg

W67N222 Evergreen Blvd. Suite 207
Cedarburg, WI 53012
(262) 375-0448

If you'd like to reach out to an advisor directly, please see the contact information below. Otherwise, please fill out the general inquiry form and we will be in touch shortly!



Contact Information


PHONE: (262) 901-0283


Contact Information

Schedule time on Trevor's Calendar

Phone: (262) 901-8315




Contact Information


Phone: (262) 375-0448


Contact Information


Phone: (262) 844-5071


General Inquiries


Affiliate With Us

Fischer Wealth Management is an independent, integrity-based firm. With our open architecture approach, we have helped transition numerous registered representatives and investment advisor representatives. Our team enjoys the satisfaction of knowing that they are independent and in turn, they can focus on what is most important to their clients and their practice.

Fischer Wealth Management understands the obstacles and challenges being faced by advisors today. In this increasingly competitive marketplace, it is important to differentiate yourself from the competition while continuing to provide your clients with the best insights, service, and support available.

We are looking for like-minded advisors who value relationships with clients and provide comprehensive, professional planning services.

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