Witz Financial
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Experienced financial planning firm in Appleton WI with emphasis in insurance, investments, IRAs, 40
Don Schleicher and Brian Witz have over 55 years of combined experience in the insurance and financial services industry. They will work with you on your schedule to share their knowledge and expertise with you to help you meet your financial goals. Schleicher/Witz Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most compreh
12/19/2025
We’re so grateful for our amazing clients!! Thanks to your generosity, our recent food drive brought in $310 and 468 lbs. of food to help support local families. Together, we’re making a difference, and we couldn’t have done it without you. Witz Financial is wishing all of you a joyful and safe holiday season.
This Food Drive Friday thank you includes: Sunset Wealth Management, Menasha Utilities, Community Blood Center, Witz Financial, Encapsys, AAA, Great Northern Corp., Voith, Highlands Memorial Park Cemetery, and Neuroscience Group!
Thank you to everyone that has donated, and for caring for our neighbors. We truly appreciate it!
06/05/2025
https://www.witzfinancial.com/campaigns/monthly-market-insights
Monthly Market Insights | June 2025 Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports.
04/21/2025
If interested, please RSVP via email to [email protected] by Thursday April 24th and let him know you are a client of Witz Financial.
05/19/2022
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.
05/18/2022
Marginal tax bracket and holding period affect capital gains taxes. Learn more.
Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.
05/17/2022
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years.
05/16/2022
When the rules of the game change, tactics should follow in response to the new landscape.
Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
05/15/2022
The sooner you begin investing, the longer your money can work for you.
The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
05/14/2022
Three tips for giving smart from the heart.
Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?
05/13/2022
A can help care for a special needs child, even after you’re gone.
When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone.
05/12/2022
Do you have a will? Is it updated?
When Do You Need a Will? When do you need a will? The answer is easy: Right Now.
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Website
Address
47 Park Place Suite 375
Appleton, WI
54914
Opening Hours
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 12pm |