Financial Services Wausau WI Investing Services

Investing in Wausau WI

Investing Today for Tomorrow's Success

We bring a wealth of knowledge to navigate the intricacies of the market. Our goal is to strategically position your investments for growth. Let us be the catalyst for your success, helping you transform aspirations into tangible and sustainable wealth.

Diverse Portfolios: Our team of seasoned investment professionals crafts diversified portfolios that aim to maximize returns while managing risk.

Active Monitoring: We closely monitor your investments and adapt your portfolio as market conditions change, ensuring your investments remain aligned with your financial objectives.

Long-term Growth: We are committed to helping you achieve your long-term financial goals, whether that's a comfortable retirement, a dream vacation, or leaving a lasting legacy.

Financial Services Wausau WI Brokerage Accounts

Brokerage Accounts

Financial Services Wausau WI Private Wealth Management

Private Wealth Management

Financial Services Wausau WI Qualified Plans

Qualified Plans

Financial Services Wausau WI Investment Advisory

Investment Advisory

market commentary

Stay Tuned For Upcoming investment market commentary, where we'll analyze current trends and provide insights to help you navigate the dynamic landscape of financial markets.


8:00am - 4:00pm

8:00am - 4:00pm

8:00am - 4:00pm

8:00am - 4:00pm

8:00am - 12:00pm

Saturday & Sunday

Whalen Financial Group, Inc.

226411 Rib Mountain Dr
Wausau, WI 54401

(715) 241-6935