Client First Investment Management

Client First Investment Management is a registered investment advisory firm located in West Bend, WI, specializing in working with people considering their investing and retirement options. We are a truly independent financial advisory firm. What that means is that we only have one "boss": our clients. Our sole focus is delivering objective advice designed to help you grow your investment portfolio, gather and protect your wealth, and ensure a financially stable retirement. From 401(k) and other retirement account advice to Wisconsin retirement income planning, we provide comprehensive investment management services to people throughout Ozaukee, Washington, and Dodge Counties and beyond. Trust in Client First Investment Management to put your interests first. Client First Investment Management provides expert investment advice custom designed to fit your unique financial needs. We will walk with you, step by step, through your investment options to formulate an investment plan perfect for your needs, lifestyle and future goals. A comprehensive and thorough investment retirement plan from Client First Investment Management can make all the difference between worrying about your retirement and living the financially stable and secure life you deserve.