Warber Wealth Management

I was born and raised in Green Bay, WI although I spent a few years of my adulthood in Orlando, FL and Milwaukee, WI. My mother and step-father worked nights and swing shift so I spent the majority of my childhood living with my grandparents. My grandfather was a retired Major in the Army and ran a couple of taverns in Green Bay after his military career.

We believe that a disciplined approach, diversifying to different asset classes, rebalancing, and low cost investments are the four pillars of successful investment management. It is our job to build a diversified portfolio to preserve and growth wealth over time. To accomplish this we own many low cost asset classes.

When it comes to financial planning we take a comprehensive approach to your financial life. We take the time to understand your individual goals, needs, and concerns. From there we use our experience and technology to create a financial plan. That plan will serve as a living document that we use to track your progress towards your goals.

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.