March 23, 2020
The health and safety of our clients, employees and community are of utmost importance to us. Considering the ever changing COVID-19 situation, our team will be serving clients remotely and holding meetings via phone or video conference through April 3. If you would like to reach your EIG Wealth Advisor directly, please contact them via email. (Visit ellenbecker.com/our-team to view our emails.) The tax deadline has been extended to July 15, 2020. We have a drop box at our Pewaukee and Whitefish Bay locations, or learn how you may submit your information securely through email by contacting Amy Schaubel (firstname.lastname@example.org).
We are still serving our clients and can execute trades during this time, we are just adhering to these strict guidelines to keep everyone safe.
~Julie Ellenbecker-Lipsky, CFP®, CDFA™
President and Senior Wealth Advisor
Advisors Who Inspire Confidence®
At Ellenbecker Investment Group our passion and goal is to inspire individuals to plan and create a financial legacy for their family. We are dedicated to connecting generations through core values and family culture.
Ellenbecker Investment Group’s (EIG) goal is to help clients understand what they need to do to achieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth.
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Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life’s transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.
Ellenbecker Investment Group creates an environment suited to women clients and the people who love them. We have specialists on staff who can address any issue as it relates to women specifically (divorce, same-gender relationships, widowhood, single and generational planning). We are a women-owned financial firm dedicated to helping women feel empowered and educated to make the best decisions for their personal financial plan.
We look forward to meeting you in person. To schedule a complimentary consultation please contact us.
Founder & Senior Wealth Advisor
President & Senior Wealth Advisor
Senior Wealth Advisor