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| Channel 3 "Local Businesses See Strong Sales As Holiday Season Begins" |
Some local businesses reported a 200% increase in sales during Small Business Saturday, huge success! |
| Various Sources Urge Consumers to "Think Local First" and to "Remember to Shop Small, Shop Local This Holiday Season" |
Several local news sources report on Small Business Saturday and Dane Buy Local's efforts to Think Local First for the holidays |
| Cap Times highlights benefits of "Think Local First" mentality for the holidays |
| This article in the Cap Times features some of the Dane Buy Local members as they promote the important benefits to local economies and communities when customers "Think Local First" for the holidays. |
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Dane Buy Local Member Directory » Finance, Insurance & Real Estate » Wegner Asset Management
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ProductsWegner Asset Management offers independent, objective, and personalized investment management and financial planning to a small clientele of families, small business owners, trusts, and estates. My practice is unique, as I am not affiliated with any bank, brokerage firm, or insurance company - I work only for my clients. I never sell any financial products or receive any income or commission from any other source. As a fee-only adviser, the only money I earn comes directly from my clients, and as a fiduciary, I have a clear legal duty to always put their best interests first. |
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PhilosophyMy practice is set up very differently than what you have likely experienced in the financial industry. Less than 10% of all financial advisers are independent registered investment advisers without any affiliation to a bank, brokerage firm, or insurance company. Yet common sense would say being totally independent is the only way to truly be able to always put a client's best interests first. Wegner Asset Management is, and always has been, uniquely set up that way. Don't you deserve to have an adviser who works directly for you? |
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HistoryAs President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for nearly 15 years. I started out in the financial industry over 20 years ago, having taught myself how to trade commodity futures and options while attending the University of Wisconsin- Madison.
Eventually I grew tired of seeing the financial industry take advantage of people and investors making the same mistakes over and over again. I wanted a better way to help people with their money. So I established Wegner Asset Management in 1998, which has always been a truly independent, fee-only practice since day one. I insist on never having more than 50 active clients at any one time, so I can offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants. I believe in providing a comfortable and casual environment where every client can feel at ease discussing the private details of their finances.
Please visit my website for more information regarding my investment management and financial planning services (www.WegnerAssetMgmt.com). |
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