Wealth management
Services for individuals, families, businesses, and institutions.
Hogan Financial
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About Hogan Financial
A Milwaukee financial advising business offering wealth management and investment services. Its services include investment management, strategic tax planning, estate and legacy planning, and risk management for individuals, families, businesses, and institutions. Family office services are also available. Clients work with a dedicated wealth manager and an integrated team, with plans described as evolving around client priorities. The firm serves clients across the United States and in other countries. Its offerings address both personal and business needs, including succession planning for family-owned enterprises. Wealth management is presented alongside investment and planning services as part of a broader financial services offering.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Investment management is part of the service offering.
Family office
Family office services are available for clients.
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