John F Suby Wealth Management LLC

About John F Suby Wealth Management LLC

<p>Founded in 2009, this Madison-based advisory firm works with clients across south-central Wisconsin and the greater Madison metro on long-term financial planning tied to real-life goals.</p> <p>John F Suby Wealth Management LLC is a Registered Investment Adviser and a <a href="/plan-advisors">plan advisor</a> that provides 3(21) fiduciary services for retirement accounts. The firm reports $2.0B in AUM (2026) and works with investment portfolios ranging from $200,000 to over $25 million.</p> <p>Its work covers investment management and monitoring, retirement planning, estate plan review, and financial statement review. The firm is wholly owned by John F. Suby &amp; Associates, S.C. and is affiliated with The SUBY Group, which allows clients to coordinate wealth management with accounting and tax services in one place.</p> <p>What sets the firm apart is its close tie to an accounting and tax organization, which can help align retirement and investment decisions with broader tax and planning needs.</p> <ul> <li>3(21) fiduciary support for retirement plan accounts</li> <li>Investment management and ongoing portfolio monitoring</li> <li>Retirement planning for individuals and families</li> <li>Estate plan review and legacy planning discussions</li> <li>Financial statement review and coordination with tax/accounting teams</li> </ul>

Website: https://www.jfswealthmanagement.com/

Founded: 2009