Providing Advice Regarding: Retirement, 401(k) Plans, Divorce, Investments...

 

The Berrall Kons Wealth Management Group of Wells Fargo Advisors is a family team of Financial Advisors and CERTIFIED FINANCIAL PLANNERTM practitioners in Waukesha, Wisconsin. William Berrall started the practice in 1978. Son-in-law, Matt Kons and son, Casey Berrall work with Bill to provide clients consistent, disciplined financial and investment advice, while Jackie Pappalardo ensures that clients receive exceptional service.

Our mission is to help successful individuals and family businesses realize their dreams, and afford them the time to enjoy their passions.

 

Our financial advisory practice is focused on three major areas:

  1. Retirement Planning & Income Planning - Helping families invest for retirement and give them the confidence they need to enjoy it.
  2. Corporate Retirement Plans - Consulting with business owners to create and maintain a retirement plan that meets the owners needs and helps the employees get on track towards retirement. This often involves the implementation of 401k, Profit Sharing, and Pension Plans.  We also provide the ongoing employee education and plan reviews.
  3. Divorce Financial Analysis - Helping divorce attorneys and their clients plan for the financial aspects of divorce and life after divorce.

 

To find out more about the services we provide please click here.

 

 

We are selectively growing our practice. If you know someone who could benefit from the help of a Milwaukee area Financial Advisor, CFP®, or Certified Divorce Financial AnalystTM please pass along our contact information. Click here to tell a friend.

 

The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

The Berrall Kons Wealth Management Group and Wells Fargo Advisors do not provide legal or tax advice. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.