Wealth Management
Waukesha

Wealth Management Waukesha

We have served as experienced financial advisors to retirees in the Mequon area for over 20 years. With our holistic wealth management process, we’ll help guide you along your dream journey, no matter where it takes you. Please explore our process and services and discover how Drake & Associates strives to help accomplish your retirement dreams.

Contact us today or book a complimentary consultation.

Drakes & Associates, Waukesha

Drake and Associates has been committed to serving Waukesha and surrounding areas since 2002. Our team is located at 20965 Crossroads Cir. in Waukesha, WI.

Phone: (414) 409-7226
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Financial Advisors Waukesha

Learn about our team of experienced financial advisors at our Waukesha location.

Randy Winkler CFP®

Financial Advisor | Five Star Wealth Manager Award 2014, 2015, 2021, 2022, and 2025

Jonathan Costa

Financial Advisor

Vincent Ferreira

Financial Advisor

Ty Williams

Financial Advisor

Tina Alfini, CDFA®

Financial Advisor

Gordon Frater, CFP®

Financial Advisor

Ryan Radecki

Financial Advisor

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