Jacobson & Schmitt Advisors is a Middleton-based wealth management firm dedicated to helping investors align their financial resources with their life goals and values. With a focus on conscious investing and personalized financial planning, their team of purpose-driven advisors strives to optimize wealth for positive impact on clients, their families, and the causes they care about.
As independent, fee-only fiduciaries, Jacobson & Schmitt Advisors offer tailored advice for families, small businesses, and non-profits, emphasizing tax efficiency, legacy planning, and emotional well-being in financial decision-making. Through their Money Mission Process, clients can work collaboratively with the firm to ensure their money is actively working towards their desired outcomes.
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