Brookfield Location
13400 Bishop's Lane, Ste. 150
Brookfield, WI 53005

Sheboygan Location
620 S. 8th Street, Suite A
Sheboygan, WI 53081
  • (262) 784-8400 (Brookfield Location)
  • (920) 459-8411 (Sheboygan Location)


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Contact Us

Please feel free to contact us with any questions.

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Strategic Wealth & Legacy Advisors combines decades of experience in Financial Services with an approach that focuses on our clients' current and long term objectives.

As financial professionals and active members of our community, we are dedicated to helping individuals and businesses build their financial futures. 

To stay on top of our field and develop our professional skills, we regularly take part in industry training and continuing education, as well as certification programs. This includes completing the curriculum and passing the rigorous exams for the:

Certified Financial Planner® (CFP®)

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC) 


Maintaining a strong sense of community and a solid professional foundation are very important to us.

Thank you for visiting our website.

CFP™, CERTIFIED FINANCIAL PLANNER™ and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Strategic Wealth & Legacy Advisors - Brookfield office