Brent and Kelly Seward are a team personally and professionally. They are passionate about helping families reach financial security, and as a married couple are uniquely positioned to do so because they replicate their own family values in their practice.

Brent and Kelly Seward on the water overviewing the river in Milwaukee

The values they embrace are:

  • Integrity – Our client’s needs always come first.
  • Knowledge – Our clients benefit from our over 30 years of combined experience.We utilize our knowledge to craft personal, prudent & impactful solutions.
  • Collaboration – We work alongside our clients to help them meet their goals while cultivating a feeling of family belonging and building life-changing relationships.
  • Professionalism – Our team is friendly, responsive and reliable

Brent Seward, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

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