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Our Philosophy

Preferred Wealth Advisors is a successful financial and retirement planning and income distribution firm based in Windsor, Wisconsin. We take a holistic approach to financial planning that helps educate our clients in everything from investments, retirement, and insurance to long-term care and estate planning. This helps them to be more confident in their decision-making process.

Our welcoming, unbiased and independent approach makes our clients feel at ease quickly. Financial planning can be intimidating and stressful, so we take the time to educate our clients on what is the best path for them and their families.

Our practice is service-driven, not product driven. We talk with our clients about their goals and dreams, and get to know them on an intimate level first, before we offer any product recommendations. We deliver customized financial plans uniquely designed to fit our clients and their families today and in the future.