Wealth Management Services Milwaukee

Jim Ciurlik CPA & Consulting partners with business owners, entrepreneurs, high net worth individuals, and successful families to safeguard wealth. When you work with us, we'll help you manage your money and stay on track to reach your financial goals. Our suite of wealth management services includes retirement distribution planning, investment and risk management, tax planning, estate planning, and philanthropic legacies. When you become our client, we'll show you the best methods for preserving assets so you're prepared for retirement and ready to pass a portion of your wealth on to the next generation.

At Jim Ciurlik CPA & Consulting, we firmly believe that the first step in managing your wealth is understanding your journey and your vision for the future. Then together, we create a plan that's designed to meet your unique goals and preferences. Find out how we can help simplify your financial affairs by emailing or calling us today at 262-422-6330.