MICHELLE BERTRAM
Investment Advisor Representative
fullcircle@bertramfinancial.com
608-987-1511
229 High St.
Mineral Point, WI 53565
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I started working with my mom in our family run, financial planning office in 2000 after I received my life and health insurance licenses and then in 2007 I passed my series 65 exam to become an Investment Advisor Representative. I have followed my mom’s footsteps showing the same dedication to our family, clients and community.
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I love speaking and have been told I am a warm and gifted communicator. I have conducted hundreds of presentations across southwestern Wisconsin and Dubuque, Iowa over the past 10 years on topics including Tax Planning, Estate Planning and Retirement Planning. I am interviewed weekly on WEKX, Big Radio out of Monroe, Wisconsin and hosted a podcast all of 2018 on iHeart Radio out of Madison, Wisconsin.
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I have a passion for helping people think about their wealth from a new perspective, showing them how they can leave a legacy, of not just their money, but also of their values and influence.
I believe in the value of education, I have attended many training courses throughout the years from extensive IRA planning to estate planning courses to retirement income planning and more to ensure my clients have the latest and most effective retirement strategies available.
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I live in Mineral Point with my two adopted sons, Asa and Asher. I take teams to visit my 125 other children in Haiti once a year and enjoy sporting events in my free time.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
