Five Bright Ideas About Year-End Tax Planning

More...

New Year's Resolution: Review Your Estate Plan

More...

U.S. GDP Growth Surprise Propels Stocks To New Record

More...

Ask About Personal Residence Trusts

More...

Back Off From A Reverse Mortgage?

More...

When it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner.

It takes years of study and experience to understand the investment choices available in today’s market.

We are a Madison-based wealth management practice that serves a select number of individuals, families, and businesses.

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you.

EnRich Newsletter


Online Scheduler

Mission Statement & Core Values

Mision Statement
 
Our mission is to serve our clients as their "Family CFO", helping them achieve their most cherished dreams and promoting financial peace of mind in both calm and turbulent times.
 
Core Values
  • Honest - We pledge to be ever truthful and forthright with our clients.
  • Trustworthy - We maintain strict confidentiality and always act in the best interest of our clients.
  • Dependable - We do what we say and help clients stay financially on-track.
  • Independent - We seek out the best choices for our clients and are not influenced by outside pressures. We will help you think about investing differently.
  • Consistent - We build a consistent track record that clients can rely upon.
  • Caring - We genuinely wish our clients the highest levels of health, happiness, and good fortune.

These are more than just words to us - these ideas are the way we live each day, and the core of why we do what we do.

We chose this profession because of our ability to positively change the situations of the individuals, families and business entities with whom we work through our financial planning and investment management process.

Tell a Friend

Tell a Friend about the information you found on our website!

Contact Details

EnRich Financial Partners LLC
6502 Grand Teton Plaza, Suite 201
Madison, WI 53719
Phone: 608.275.3442
Toll-Free: 888.204.1557
Fax: 608.275.3445

Email: info@enrichpartners.com