Love Your Wealth
Wilke Wealth & Investment Planning
Melinda "Mindy" Wilke
Wealth Management Advisor|CFP®
Specialized Focus on Physicians, Medical Professionals, and Business Owners & Executives
Our Clients Tell Us
- We are forward thinking
- We seek to understand our clients overall goals and put their interests first
- We offer actionable insights and recommendations
- We understand the focus areas unique to physicians, medical professionals, and business executives
Client Testimonial
After working with Wilke Wealth, my wife and I feel we have a clear path and vision of our retirement, giving us peace of mind for when we can retire, and valuable through several scenarios and estimates to show us what our future can look like. Everyone at Wilke Wealth is very patient and courteous, taking the necessary time with us, to ensure we understand our accounts, and that our questions are answered. Their entire team is very organized, diligent, and on top of it, including making sure to schedule regular meetings with us to keep us on track.
Client Testimonial
Working with Mindy and her team at Wilke Wealth has provided us with a clearer road for our future. They ask thoughtful and generative questions about how we want to live. As visual thinkers, they provide easy-to-understand graphs and spreadsheets which were helpful for us to see where we were, where we are, and where we could go. As our family transitions from medical residency to full-time attending, feeling secure in a financial plan that sets us up for success is invaluable.
Client Testimonial
Everyone from Wilke Wealth is excellent. Despite having multiple clients, they always make you feel special and important—as if you are the only client they service.
Client Testimonial
My husband and I were referred to Wilke Wealth by our real estate agents after the purchase of our home. Working with Mindy and her team has given me confidence that financial decisions we made prior to working with them were not poor decisions, but they have helped us to have a plan and direction as to where we put our money to better serve us in the long term. When we did not agree on something or did not want to pursue an avenue, Mindy and her team did not push us or try to change our minds; they really focused on helping us make the best decisions for us and our future the way we felt most comfortable—they truly were advisors in every aspect. In today’s economy, they are a calming voice and a professional view of why things are happening and what could happen next—and they do not make us feel irresponsible or insecure about spending our “fun money”. The team at Wilke Wealth has given my husband and I a secure feeling that we are headed in the right direction to live comfortably and retire securely.
Client Testimonial
Having a financial plan has given us absolute peace of mind knowing that our retirement is in safe, capable hands. For us not having to deal with the volatility of the market and having experts making these important financial decisions on our behalf. We always look forward to meeting with the Wilke Wealth team due to the fact that we are always treated with grace, no judgement and there is always laughter, no matter what the conversation is around. We certainly appreciate that. We also always feel like we are important and taken care of. After every conversation we usually leave feeling enlightened and filled with hope for our future. We will always highly recommend the Wilke Wealth team to anyone as we have always received the highest quality service and you make us feel like we are your friends/family instead of clients.
Client Testimonial
Working with Wilke Wealth has been a blessing. Not only did we change jobs this year, but our family moved states. Melinda’s team assisted us with our transition and guided us to make the best decisions that fit with our retirement plan.