Dorn Wealth Management
Best of Madison Profile
Best Wealth Management | Bronze Winner
Holistic Financial Strategy
At Dorn Wealth Management, clients get more than a financial planner; they get a partner. Megan Dorn’s expertise as a dually licensed financial planner and tax strategist enable her to coordinate and simplify the complexities of retirement, from tax efficiency to long-term care and estate planning.
Appreciative of her Bronze Best of Madison Award, Dorn says: “Thank you to my amazing clients and my incredible teammate Cassondra, who’s always so forward thinking and on top of things!” 8500 Greenway Blvd, Suite 101, Middleton, 960-7273, dornwealthmanagement.com
Securities and Advisory Services offered through Harbour Investments, Inc.
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