Prescient Financial Solutions

Prescient Financial Solutions

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We’re financial engineers who see the big picture and also sweat the details. Through our experience, we’ve developed keen insights into the variables that can occur down the road and consider these as we assess each unique scenario. Then we design a holistic plan integrating a wide range of solutions for the years leading up to and beyond retirement. As “engineers,” we never stop analyzing and tw

02/12/2024

It was such a wonderful feeling to return to Ronald McDonald House Charities of Eastern Wisconsin. Spending our afternoon supporting the organization that selflessly gives so much to others is always a delightful experience. Can't wait until next time!

01/25/2024

Started the year off with a bang! Our team had an absolute blast learning how to curl. A huge thank you to Scott Fensin for letting us into your world and showing us the ropes, and to the Wauwatosa Curling Club for the cool venue and generous hospitality. What a great way to bond with colleagues and learn a new skill. Looking forward to more team outings like this! hashtag hashtag hashtag

Best-In-State Wealth Advisors 2022 04/11/2022

We are extremely proud and honored to be recognized among the Forbes Best-In-State Wealth Advisors for 2022. At PFS, we're only the best because we work with the best. Thank you to our clients for your confidence, trust and friendship. We do this for you, and we couldn't have done this without you.

Best-In-State Wealth Advisors 2022 As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. The full list, featuring m...

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330 E Kilbourn Avenue, Ste 1275
Milwaukee, WI
53202