Matt Bruce is a wealth manager who helps clients navigate the intricacies of growing and preserving wealth. By applying the best practices of both institutional and private wealth management, Matt is able to draw together customized plans to address clients’ complex situations. His focus is on developing customized strategies to help clients set and realize a broad range of business, investment, insurance, tax and estate goals.
Matt is committed to making a difference in clients’ lives and helping them pursue financial confidence. As a believer that there is elegance in simplicity, Matt strives to creative plans that are both effective and understandable. He is a graduate of Marquette University and holds the Certified Financial Planner® (CFP®) designation. Starting his career in non-profit work, Matt is especially passionate about helping clients with philanthropic goals and serves on advisory committees of several non-profit organizations.
Born and raised in Colorado, Matt has a passion for the outdoors. When not working, Matt can be found hunting and fishing in the Northwoods of Wisconsin and spending quality time with his wife and four beautiful daughters.
414-224-9073 ext. 1100