Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Our fiduciary duty is to provide advice and guidance on appropriate and prudent solutions for a clients financial life. Our advisors take the time to develop a relationship of mutual trust and respect before any discussions of implementing solutions. Designing a portfolio for a client based on fundamental principals, economic relevancy and unique goals and objectives is a responsibility, a challenge and an honor and we welcome opportunities to provide this guidance.
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Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Madison, Wis., it offers a range of services in the categories, including investment banking, securities, investment management and wealth management services, among others. The firm caters services to a number of customers, such as corporations, governments, institutions and individuals from more than 1,200 offices in 42 countries. Morgan Stanley Smith Barney LLC is a member of (SIPC) Securities Investor Protection Corporation.
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.
We offer a full menu of services that takes the burden from our busy, successful clients. We know that you have achieved a significant level of success and wealth. You deserve a level of know-how and service commensurate with your accomplishments. We become the quarterback for all of your financial management needs. We unzip your portfolio, examine it and reconfigure it. We provide value-added services that turn a basic financial plan into a wealth management strategy. Pillar Wealth Management understands that you are trusting us with more than your money. You're trusting us with your legacy. That's a responsibility we take very seriously. Because you've earned it. Mr. Meland is the founder, president and chief executive officer of Pillar Wealth Management Co, an independent Registered Investment Advisory firm based in Madison, Wisconsin. Bill has more than 20 years of investment and insurance industry experience. He oversees the firm's investment advisory services, guided by his extensive knowledge of portfolio management, mutual funds, individual stocks and individualized portfolio design. Mr. Meland, an investment specialist, holds a degree in finance and uses his expertise to evaluate client risk profiles, review and select investment management options, and monitor investment managers. Mr. Meland works to meet client principal preservation, growth and liquidity needs, while working to reduce risk and volatility. He also works with clients to ensure that their wealth is protected through strategies like tax harvesting, which provides outstanding tax efficiency through the use of offsetting investment gains and losses. Mr. Meland's technical background and practical experience result in comprehensive and integrated wealth management solutions that benefit not just our clients, but the generations that follow them.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rebecca Howard is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Madison, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Marco Mascitti is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Madison, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
