W3 Financial Group, LLC is an independent financial services firm based in Madison, Wisconsin. The company focuses on providing comprehensive financial planning and wealth management services to individuals, families, and business owners. Their stated mission is to help clients achieve their financial goals through personalized strategies in areas including investment management, retirement planning, insurance analysis, and estate planning. As an independent firm, they emphasize a client-centric approach, aiming to build long-term relationships based on tailored advice free from the influence of proprietary products.

Founded in

United States