Wisconsin Capital Management

☀️ Summer is the perfect time to make a few smart financial moves that can pay off for years to come. Small, consistent actions today can help create greater financial confidence tomorrow.

If you'd like to discuss your financial goals or review your current strategy, visit https://www.wiscap.com/ click that chat button and let us know how we can connect.

Wisconsin Capital Management is a Registered Investment Adviser. Educational only; not investment, tax, legal, or insurance advice. Tax-loss harvesting involves risks, including wash-sale rules and varying tax brackets; consult a CPA. 529 plans may have state-specific tax implications and fees. Past performance is no guarantee of future results.

We are excited to be a sponsor of 's upcoming "Business Social Hour" on June 9th at from 4-6pm.

Visit https://lnkd.in/gmWdQd9F to register, hope to see you there!

Thank you to Live it Up with Lee & Friends and WKOW-ABC 27 for highlighting Wisconsin Capital Management on the show this past Saturday!

If you missed Nate’s interview segment, you can watch it here:
https://youtu.be/qPEqoCLZ3ts?si=-KpJIuWIgAe9KGuf

Nate shares more about Wisconsin Capital Management, how we help individuals and families pursue their financial goals, and the importance of building long-term relationships with clients.

We appreciate the opportunity to be part of the conversation and connect with the Madison community.

Live it Up! With Lee & Friends: Wisconsin Capital Management 5-16-26 Nate Plum, a portfolio manager at Wisconsin Capital Management, joins the show to discuss the history of the firm.

Tune in tomorrow, Saturday, May 16 to catch Nate's interview on Live it Up with Lee & Friends at 9am on WKOW 27!

Are You Leaving 401(k)s Behind?
Many professionals change jobs several times throughout their careers — but 401(k)s often get left behind.

Over time, that could lead to:

• Multiple accounts to manage

• Overlapping investments

• Hidden fees

• Outdated beneficiary designations

At Wisconsin Capital Management, we help individuals and families simplify their financial lives by reviewing retirement accounts and building coordinated long-term strategies.

If you’ve changed employers over the years, it may be worth reviewing what you currently have in place.

Learn more at: https://www.wiscap.com/

Tune in this Saturday, May 16th at 9am, as Nate Plumb joins Lee Acker on "Live It Up with Lee & Friends" on WKOW 27.

As a Madison native, Nate shares more than just financial insight — he discusses how Wisconsin Capital Management helps individuals, families, and retirees navigate their financial future with personalized guidance and long-term planning strategies.

The conversation also highlights Nathan’s passion beyond the office, including his philanthropy work as well as experiences as a mountain climber and how perseverance, preparation, and discipline shape both adventure and financial planning alike.

Don’t miss this inspiring local spotlight and conversation.

One of the easiest ways to improve your financial life?
Do less—but do it intentionally.

Multiple accounts =
More confusion
More overlap
Less clarity

Consolidation can give you:
• A clearer strategy
• Better visibility
• More control

Simple doesn’t mean small.

📩 Let’s clean this up.
https://www.wiscap.com/

Something new is coming ✨ We’re launching our "Beyond the Balance Sheet Podcast-Where inspiring stories meet thoughtful financial insight"!

🎙️ Real stories. Smart insights. Meaningful conversations.

From entrepreneurs, innovators, artists, professionals and scholars doing extraordinary things. Each episode will bring real conversations with a financial twist. Follow the conversations with our hosts, Aaron Carreno & Nathan Plumb 👏

Stay tuned — Episode 1 drops early May, available on our website and wherever you get your podcasts!!

Tax season is over. Now the real work begins.

Most people:
File → Forget → Repeat next year

High-level investors:
File → Adjust → Plan ahead

This is when smart moves happen:
• Repositioning assets
• Planning for next year’s taxes
• Aligning strategy with goals

The difference isn’t knowledge. It’s action.

📩 Let’s build a plan while it’s still fresh. https://www.wiscap.com/