MBE Wealth Management, LLC - Baraboo
MBE Wealth Management, LLC (MBEWM) was established in 2012 when Greenwood Financial LLC merged with accounting firm Moy, Borchert, Erbs & Associates LLP. MBEWM is a full-service wealth management investment advisory firm providing comprehensive financial strategies to individual investors and small to medium-sized businesses. We also provide expertise and appropriate insurance policies for life, disability, and long term care insurance needs.
MBEWM is here to help with all your financial matters. Please contact us with your questions and concerns. Initial consultations and reviews are free of charge. We would like to help guide you towards a comfortable retirement.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.