Member Spotlight

Ziegler Wealth Management
W233 N2080 Ridgeview Parkway

Waukesha, WI 53188

Phone: (262) 955-6920

Toll Free: (800) 236-2776

Fax: (262) 955-6901

www.ziegler.com

Spotlight Archives

Ziegler looks to provide capital, investments and advice to

its clients, positioning them for long-term wealth and well-being.

Today more than ever, individual investors are recognizing the value of advice. We offer a full array of solutions to help them achieve their financial goals. More importantly, our trusted, experienced financial advisors offer honest, unbiased advice. Whatever your investment goals are, or regardless of the complexity of your personal situation, our professional advisors take the time to learn about you.

Ziegler is one of the nation’s leading investment banks, providing financing for healthcare facilities and senior living communities. We have also earned nationwide recognition for bringing specialized financing to religious organizations and schools. As a result of this expertise, we are able to offer our clients unique investment opportunities within these growing sectors.

As you navigate your financial future, your Ziegler advisor is your trusted partner and guide along the way, providing investments and advice — tailored for your life.

Investment Products

Your financial advisor will work with you to create a portfolio to help you achieve your personal financial goals.

• Stocks

• Exchange Traded Funds (ETFs)

• Structured Products

• Unit Investment Trusts (UITs)

• Municipal, Corporate, and Tax-Exempt Bonds

• Money Market Funds

• Certificates of Deposit (CDs)

• Mutual Funds

• Real Estate Investment Trusts (REITs)

• Professionally Managed Portfolios

Account Types

As a full-service firm, we offer a complete array of account types that you may need as you work toward achieving your financial goals.

• Traditional Brokerage Accounts

• Traditional, Roth and Rollover IRAs

• College Savings Accounts

• Transfer on Death (TOD) Accounts

• Trust Accounts

• Estate Accounts

• Corporate Accounts

• Partnerships

• Employer-sponsored Retirement Plans

• Health Savings Accounts (HSAs)

Did You Know?

• Ziegler was founded in West Bend, Wisconsin in 1902

• We are the nation’s #1 lead not-for-profit senior living underwriter¹

• Our healthcare finance team is ranked among the top 10 healthcare underwriters¹

• Our company has been financing churches since 1913

• We are one of the nation’s leading charter school underwriters²

1 Based on full credit given to senior manager of lead-managed underwriting principal volume for senior living and healthcare transactions completed nationally. Rankings and amounts through Thomson Financial Securities Data as of 1/2/13, and reflects results from both 2012 and the period 2000-2012.

2 Based on full credit given to senior manager of lead-managed underwriting principal volume for charter school transactions completed nationally. Rankings and amounts through Thomson Reuters Financial Securities Data as of 1/2/13.

Contact Our Team

B.C. Ziegler and Company | Member SIPC & FINRA

If you would like your business or know of a business that should be highlighted in the Member Spotlight, please contact Amy Burgdorff.