Neuenschwander Asset Management, LLC

Consultant Name

Tim Neuenschwander

Categories

  • Accounting & Finance

Contact Information

Address

4893 Larson Beach Road

Phone

608-838-3330
608-957-2771 (mobile)

Fax

608-838-3330

Web

http://www.namadvisors.com
E-mail Tim Neuenschwander

Introduction

Neuenschwander Asset Management, LLC, is a family-owned Registered Investment Advisor located in McFarland, Wisconsin. We specialize in working with individuals and families in managing their wealth management and finacial-planning needs. We also focus on tax management and planning, while assisting our clients address estate-planning and insurance needs. We have been working with clients since 2003 and serve clients around the greater Madison area and around the country. In addition to working with individuals, we also assist small businesses and non-profit organizations with qualified retirement plans, including 401(k), 403(b) and Simple IRA plans.

Tim Neuenschwander is a CERTIFIED FINANCIAL PLANNER professional and has been licensed since January 2010. He specializes in working with individuals preparing to enter retirement; young professionals; and self-empolyed individuals and small-business owners. 

Services

-- Comprehensive wealth management and financial planning for individuals and families

-- Tax preparation and planning

-- Qualified retirement plans for small businesses and non-profit organizations

Background Information

-- B.A. in business, French and mass communications, University of Minnesota-Twin Cities, 2003

-- M.S. in Accountancy, Edgewood College, 2015

-- CERTIFIED FINANCIAL PLANNER professional since January 2010

In addition to his business, Tim has also served as the president of the McFarland Chamber of Commerce since January 2013. Prior to serving as president, he was a two-term member of the Board of Directors and the chairperson of the Chamber's Ambassador Committee. He also volunteers with the Links for Lauren charitable golf outing, which raises money for Neurofibromatosis research through the University of Wisconsin Medical Foundation. He is an active member of the young-professionals group CONNECT Madison.

When he isn't working, Tim enjoys spending time with his wife, Teresa, and two young children, Mason and Paige. He also likes to golf and write in his free time.

E-mail Tim Neuenschwander

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