Menomonee Falls, WI

Your wealth deserves a strategy, not just a plan

We build comprehensive financial roadmaps that protect your family's future, grow your assets intelligently, and give you the confidence to enjoy every stage of life.

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Assets Managed

$250M+

Across all client portfolios

Client Retention

97%

Multi-generational relationships

Years of Service

15+

Trusted in the community

What We Do

Comprehensive financial services tailored to your goals

From retirement planning to tax-efficient investing, we provide the full spectrum of wealth management services to help you build and protect what matters most.

Investment Management

Customized portfolios built around your risk tolerance, time horizon, and financial objectives — actively managed with transparency and discipline.

Retirement Planning

Design a retirement roadmap that turns your savings into sustainable income, ensuring you can maintain your lifestyle throughout every phase of retirement.

Estate & Legacy Planning

Protect your family's future with structured estate strategies that minimize taxes, ensure smooth wealth transfer, and honor your intentions.

Tax Strategy

Intelligent tax planning woven into every financial decision, helping you keep more of what you earn through legal, proven strategies.

Risk Management

Comprehensive insurance and risk assessment to safeguard your assets, income, and family against life's unexpected events.

Financial Roadmapping

A clear, actionable plan that connects your current situation to your long-term goals — with regular reviews to keep you on track.

Our Approach

A fiduciary commitment to your success

At Premier Legacy Wealth Management, we believe that true financial guidance goes beyond numbers on a spreadsheet. We take the time to understand your values, your fears, and your vision for the future — then build a strategy that aligns with all of it.

Fiduciary Standard

We are legally bound to act in your best interest — always. No product commissions, no hidden agendas.

Community Rooted

Based right here in Menomonee Falls, we serve neighbors — not just clients. Your success is our community's success.

Holistic Perspective

We integrate every piece of your financial life — investments, taxes, insurance, estate — into one coordinated strategy.

How It Works

Four steps toward financial clarity

Our proven process removes the complexity from wealth management and puts you in control of your financial future.

Discovery Call

We start with a no-obligation conversation to understand your current financial picture and what success looks like for you.

Deep Analysis

Our team conducts a thorough review of your assets, liabilities, goals, and risk profile to identify opportunities and gaps.

Custom Strategy

We design a personalized financial plan with clear action steps, timelines, and measurable milestones tailored to your life.

Ongoing Partnership

Regular check-ins, portfolio reviews, and proactive adjustments ensure your plan evolves as your life changes.

Client Stories

What our clients say about working with us

Real feedback from real people who have trusted us with their financial futures.

Premier Legacy transformed how we think about retirement. Instead of worrying about running out of money, we now have a clear plan and the confidence to enjoy our golden years.

R&M

Robert & Margaret T.

Retired, Waukesha

As a business owner, I needed someone who understood both personal and business finances. They created a strategy that protects my company and secures my family's future.

D K

David K.

Business Owner, Menomonee Falls

The team takes the time to explain everything in plain language. I finally feel like I understand my investments and have a real voice in my financial decisions.

S L

Susan L.

Healthcare Professional, Brookfield

Get In Touch

Ready to take control of your financial future?

Schedule a complimentary consultation and discover how Premier Legacy can help you build the wealth strategy you deserve.

N48W14336 Hampton Rd Ste 101, Menomonee Falls, WI 53051

(262) 345-5900

matthew.kivlin@clsecurities.com

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