Brooke Napiwocki, CFP^®

MBA

Wealth Advisor & Partner

Pegasus Partners Ltd.

1333 W. Towne Square Road
Mequon, WI 53092

FINANCIAL ADVISOR'S WEBSITE

https://pegpartnersltd.com/

2623024893 CONNECT WITH Brooke

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Firm is compensated via asset under management fees. See fee outline in ADV found at https://pegpartnersltd.com/

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$1,000,000

My Links

Pegasus

General

Brooke Napiwocki is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pegasus Partners Ltd. in Mequon, WI and the surrounding communities.

Financial Advisor Overview

Brooke focuses on partnering with mid-to-late career professional women and couples. Brooke specializes in couple-friendly planning, executive and senior leader compensation and benefits, education funding, post-divorce financial strategy, and values-based planning.

Financial Advisor Experience

Brooke serves as a Wealth Advisor and a member of the Pegasus Partners’ Financial Planning Committee. Prior to Pegasus Partners, Brooke worked for eight years in the wealth management industry as the Director of Financial Planning at Crescendo Wealth Management and a Wealth Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors). She started her career in commercial banking and worked for M&I Bank and BMO Harris Bank for eleven years working with business owners, non-profits, and large institutions as a Senior Vice President/Director of Commercial Banking.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Retirement, Life Planning, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances