Client First Investment Management LLC

About Client First Investment Management LLC

<p>From its West Bend headquarters in the Milwaukee metro area, Client First Investment Management LLC is a Registered Investment Advisor with a second office in Charlotte, serving clients across the greater Milwaukee and Charlotte regions.</p> <p>The firm uses its TrueHolistic&reg; approach to bring key parts of a household’s finances into one plan. That includes financial planning, tax strategies, investment management, insurance reviews, estate planning coordination, and Social Security guidance. It also offers 3(21) fiduciary services for retirement plan sponsors looking for an advisor who will share responsibility for investment advice.</p> <p>Client First Investment Management has more than 40 years of experience and reported $0.2B in assets under management (2026). A practical point of difference is its emphasis on aligning investment decisions with tax, insurance, and retirement income choices so clients are not working with disconnected recommendations.</p> <ul> <li>Registered Investment Advisor with offices in Wisconsin and North Carolina</li> <li>3(21) fiduciary support for plan sponsors</li> <li>Financial planning and investment management</li> <li>Tax strategy, insurance, estate planning, and Social Security guidance</li> <li>Works with clients throughout the Milwaukee and Charlotte metro areas</li> </ul>

Website: https://clientfirsttaxandwealth.com/