Protecting Your Assets.
Securing Their Future

You've worked hard to build your net worth. You need a partner that will help you chart a path that provides growth and protection at the same time - for you, your children and your grandchildren.

You need Northern Oak Wealth Management. By listening to you. By understanding your goals. By tailoring a plan to help you realize your personal dream. And then, making it happen. That's how we will bring your vision to life.

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  • Forbes Magazine 2013
  • Best Of Milwaukee 2013 Investing
  • Milwaukee Magazine
    5 Star Wealth Managers
    • Mark Zellmer
      (2010, 2011 & 2014)
    • David Becker (2012 & 2014)
    • David Szatkowski (2013)
Together Stronger
Word on
the Street

View Forbes Article >>

How should you invest?

We offer equity-based strategies which encompass growth and growth with
income strategies.

Dividend Growth StrategyEquity Growth StrategyFixed Income Strategy
Life in a Box
Life in a Box
Enabling clients to fulfill their life's dreams