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Waukesha, WI

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

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Financial Solutions is a team of like-minded investment professionals who recognize an under-served clientele deserving of special care and attention. While people sometimes perceive security or better advice from larger Wall Street firms, the industry continues to move towards "Client First" smaller firms with the same access to market information, technology, and service offerings. These firms offer independence and are not bound by volume goals or proprietary products. In 2012, our firms came together to improve the depth and breadth of our team, service levels, and planning experience. Together we will continue to develop a financial framework that will help guide your narrative in life.

MEET THE TEAM

Tim McGrath

Tim McGrath

Managing Director

Horace Seely-Brown IV

Horace Seely-Brown IV

Managing Director

Jeffrey Stuckert

Jeffrey Stuckert

Managing Director

Joele Rodenbeck

Joele Rodenbeck

Customer Service Representative

Patti Binkoski

Patti Binkoski

Customer Service Representative

Sarah Keck

Sarah Keck

Customer Service Representative

Courtney Johnson

Courtney Johnson

Customer Service Representative

James D. McQuaid

James D. McQuaid

Independent Contractor

James P. McQuaid

James P. McQuaid

Independent Contractor

OFFICE LOCATIONS

Waukesha, WI

1900 Airport Road

Suite A

Waukesha, WI, 53188

262-542-5200
mon8:30 AM - 5:00 PM
tue8:30 AM - 5:00 PM
wed8:30 AM - 5:00 PM
thu8:30 AM - 5:00 PM
fri8:30 AM - 5:00 PM
satClosed
sunClosed

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.