Sumnicht & Associates LLC

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Financial Planners, Estate Planning Attorneys, Estate Planning, Probate, & Living Trusts

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37 Years

in Business

Accredited

Business

(920) 731-4455Call Map & DirectionsDirectionsW6240 Communication CtAppleton, WI 54914 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Appleton with Financial Planners

Greenville (5 miles)
Fox Cities (7 miles)
Menasha (8 miles)
Neenah (9 miles)
Larsen (13 miles)
Kimberly (13 miles)
Hortonville (13 miles)
Dale (14 miles)
Little Chute (15 miles)
Combined Locks (15 miles)

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Payment method

cash

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Financial Planners, Estate Planning Attorneys, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services

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Phone: (920) 731-4455

Address: W6240 Communication Ct, Appleton, WI 54914

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Sumnicht & Associates LLC

Tax Planning
Wealth Management... that includes tax planning, retirement saving and spending advice, estate planning guidance, and more.
Charitable Giving
Tax Services
Income Tax

Investment Management
®, LLC has managed the asset allocation models since the firm’s inception in 2008. Previously, Sumnicht & Associates, LLC (Sumnicht), an affiliated company, managed the allocations. Sumnicht is a provider of investment management services for institutional, family office and individual clients. Sumnicht claims compliance with the Global Investment Performance Standards (GIPS
Mutual Funds
Models are based on (a) index ETFs (Exchange Traded Funds) that are designed to track their indexes, with the goal of neither outperforming nor underperforming their indexes and (b) actively managed ETFs and mutual funds that may outperform or underperform their benchmarks. We provide benchmark indexes that are well-known; indexes are provided for comparison purposes only.
Wealth Management
Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By listening before acting, we provide advice that anticipates and responds to your unique requirements. Our services, while diverse, are driven by a single priority... the integrated wealth management needs of our clients backed by a tradition of excellence.

Accounting Services
Payroll Services

Financial Planning
The actions necessary by financial companies to run their business and manage customer accounts, such as providing investment advisory and financial planning advice; processing securities transactions; and otherwise providing financial services to you.
Retirement Planning
Individual retirement planning is one of the biggest investment concerns for most people. In addition, it is becoming more complicated every year because of the increase in the number of funding options, the numerous investment choices, their changing tax implications and most importantly, the increase in the number of retirement lifestyle years required to be funded. Our firm performs a comprehensive review of our client’s financial situation and utilizes its wide variety of computerized planning programs to project the necessary asset allocations and investment returns necessary to achieve the retirement lifestyle they desire.
Asset Management
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be either suitable or profitable for a client's or prospective client's portfolio. Asset allocation and diversification concepts do not ensure a profit nor protect against loss in a declining market.

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