MBE Wealth of Sun Prairie

MBE Wealth of Sun Prairie is a wealth management firm in Sun Prairie, WI, located at 100 Wilburn Rd # 102. The firm provides personalized financial strategies for individuals, including retirement planning, investments, and tax planning. Their team includes Certified Financial Planners who operate as fiduciaries. They serve clients with needs ranging from early retirement and college funding to philanthropy and business transition. The firm utilizes software from eMoney and Right Capital, along with Stratify and Charles Schwab, to design comprehensive financial plans. They are affiliated with MBE CPA’s to offer integrated tax strategies.

The firm’s approach centers on a client-centered philosophy, prioritizing the client’s well-being over proprietary products or third-party interests. They assist retirees and pre-retirees in managing savings to create necessary income, and they help business owners with capital management, retirement plans, and exit strategies. The team includes partners such as Joseph Berry, who serves as Chief Executive Officer and Chief Compliance Officer, and other partners like Brent Brinker, Jacob Krueger, Mike Pruitt, and Jason Henrich. Associates and financial advisors on the team include Austin Lins, Baylee Shifflet, Calvin Peterson, Chad Gaffney, Justin Philipp, and Mitch Monson.

Joseph Berry has worked with hundreds of clients over the past 20 years. The firm operates multiple offices in Wisconsin, including locations in Baraboo, Reedsburg, Sauk City, and Tomah, as well as offices in Wausau, Chandler, and Scottsbluff. The Sun Prairie office is open Monday through Friday from 8:00 AM to 5:00 PM, with Saturday and Sunday availability by appointment.

MBE Wealth of Sun Prairie delivers specialized financial planning and tax strategy services to residents in Sun Prairie and the surrounding areas.

The firm is situated on Wilburn Rd in Sun Prairie, about a tenth of a mile from SSM Dean Health-Tower Drive and North Bristol Street. It is also located roughly a third of a mile from Stonehaven Park and the Stonehaven Terrace neighborhood.

BizScoreAI gives MBE Wealth of Sun Prairie a Technical score of 85 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The firm receives a Content Quality score of 75 out of 100.