Company

Huberty has served northeast and central Wisconsin since 1981. Our mission is to create and actively maintain personalized financial and retirement plans for individuals, families, and businesses. We work toward each client’s unique financial needs, goals, and values, treating each client as a member of our own family. We strive to build lasting, multi-generational relationships on a foundation of trust and exceptional client service.

Huberty has accounting, tax and wealth management offices in Fond du Lac and Ripon; and accounting and tax offices in Sheboygan, Plymouth, Markesan, and Minocqua.

Our Committment

Our CommittmentHuberty Wealth Management is above all else committed to helping you define and achieve your financial goals. The complexities of the financial world can be intimidating. We will help you understand that world. That understanding, supported by Huberty’s experience, will better enable you to make the choices affecting your financial future.

The financial situation changes with time. So do your goals. With our hands-on approach, we stand ready to advise you, educate you, and to offer you independent, objective investment advice that will fit your needs and values. At Huberty Wealth Management, we help clients make meaningful changes in their lives and businesses.

Our Principle

Our guiding principle regarding you and your financial goals is to advise you as if we were your own personal CFO. To plan where you want to be in the future, and how to get there, we must first understand your current financial situation. Huberty’s commitment to value-added service has served its clients well, and it will benefit you, as well.

When it comes to Huberty's investment philosophy, we operate on the principle that it is hard to beat the market by stock picking, and impossible to do it consistently, over the long run. We believe there are a variety of factors that can be exploited, which are designed to provide market-beating returns. Add to that sophisticated trading strategies, a keen and alert eye to tax efficiency, and low expenses, and you have a set of principles that form Huberty’s investment philosophy.