Investment Opportunities

Individual Investors

We manage market risk for high-net-worth individuals by implementing strategic asset allocation models and techniques. The asset allocation is responsible for more than 90% of variations in portfolio performance. Our process is geared around selecting the appropriate strategy and providing you with peace of mind.

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Corporate Retirement Plans

Customized 401(k) and Defined Benefit retirement plan solutions constructed to support the specific needs and objectives of owners/plan sponsors – while helping employees define a clear path for a successful financial future.

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The Denali Advantage

Realistic Portfolios

As DFA Fund Advisors, we build strong, low-cost portfolios based on disciplined, quantitative analysis, not Wall Street gimmicks.

Maximum Returns

After getting to know your goals, we combine low-cost fund investing with meticulous diversification and allocation for maximum returns.

No Dangling Carrots

“Beating the market” is a proven myth, often squandering earnings with high fees and commissions. We believe you deserve a wiser approach.

Navigate Your Financial Ascent with Denali Wealth Management

Denali is a Milwaukee based fee-only wealth management firm who serves individual investors, institutional investors, and company-sponsored retirement plans. We specialize in retirement planning and managing risk for high-net-worth individuals. Our experienced team of financial professionals is committed to putting your needs and goals first. With over 60 years of financial service experience our principals have a track record of strategically allocating assets into well diversified portfolios.

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“The world would be so much better off if everyone fully understood the implications of the idea that markets work.”

– Rex Sinquefield, Co-founder of Dimensional Fund Advisors