Expert Financial Services in West Allis, WI
Trusted wealth management and investment solutions for businesses and individuals throughout Wisconsin
About Cardinal Capital Management
Serving West Allis, WI and surrounding areas, we're a trusted financial services firm committed to quality, reliability, and exceptional client experiences.
- Licensed financial advisors
- Years of investment expertise
- Locally owned and operated
Specializing in comprehensive wealth management and investment services, our team brings decades of combined experience to every client. We pride ourselves on strategic financial solutions and meticulous attention to detail.
View Our ServicesWhy Wisconsin Chooses Cardinal Capital Management
From consultation to completion, we deliver reliable financial services with proven investment results.
01 What financial services do you offer?
We provide a wide range of financial services including investment management, retirement planning, wealth management, and financial consulting tailored to meet your specific needs.
02 Do you serve both businesses and individuals?
Yes, we work with both commercial clients and individual investors throughout West Allis and surrounding Milwaukee County areas.
03 What areas do you serve?
We primarily serve West Allis, WI and nearby Milwaukee County communities including Milwaukee, Wauwatosa, Greenfield, and Brookfield.
Our Financial Services
Comprehensive investment and wealth management solutions
Wealth Management
Comprehensive wealth management strategies tailored to preserve and grow your assets
Investment Services
Customized investment portfolios for unique financial situations and long-term goals
Our Financial Process
How we deliver exceptional investment management services
Financial Consultation
Understanding your financial objectives and risk tolerance.
Investment Planning
Creating customized investment strategies for your portfolio.
Portfolio Implementation
Professional execution with careful investment management.
Client Testimonials
What Wisconsin residents and businesses say about our financial services
James R.
Business Owner, West Allis
Cardinal Capital Management provided exceptional wealth management guidance when we needed it most. Their professionalism and investment expertise made all the difference!
Sarah M.
Investor, Milwaukee
Our investment portfolio has benefited tremendously from Cardinal Capital Management's wealth management services. They understand market dynamics and deliver every time.
Michael T.
Local Resident, Wauwatosa
I've used Cardinal Capital Management for multiple financial needs over the years. Their team is reliable, knowledgeable, and truly cares about client success.
Our Financial Team
Meet the experts behind Cardinal Capital Management
Robert Johnson
Founder & Lead Financial Advisor20+ years experience serving the Wisconsin community with financial expertise and dedication
Maria Rodriguez
Senior Wealth ManagerSpecializes in investment strategies with deep knowledge of financial markets and portfolio management
Tom Wilson
Operations ManagerEnsures all financial services meet our high standards for quality and client satisfaction
Lisa Chen
Client Services CoordinatorYour point of contact for financial consultations and service coordination
Financial Services FAQs
Common questions about our financial services
How do you approach investment management?
We create personalized investment strategies based on your risk tolerance, financial goals, and time horizon, using a disciplined approach to wealth management.
What are your service fees?
Our pricing is transparent and based on the scope of financial services. We provide detailed estimates after understanding your specific financial requirements.
Do you offer retirement planning services?
Yes, we provide comprehensive retirement planning including IRA management, 401(k) rollovers, and income planning for retirement.
What areas do you serve?
We primarily serve West Allis, WI and surrounding Milwaukee County communities including Milwaukee, Wauwatosa, Greenfield, and Brookfield.
How soon can you start a new financial consultation?
We typically schedule 1-2 weeks in advance, but can often accommodate urgent financial requests. Contact us for current availability.