Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there.

Based out of Waukesha, Wisconsin, we work closely with our Greater Milwaukee Area clients as well as those in several other states primarily focusing on:

  • Custom Financial Planning
  • Wealth and Asset Management
  • Long Term Care
  • Estate Strategies
  • Tax and Investment Efficiencies

Founded from a shared love of squished grapes, Cuvée Financial Advisors provides personalized recommendations and strategies that allow our clients to live life according to their values. We plan not just for our clients' immediate future, but for the future of their children and their childrens' children.

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Waukesha Office



M – F: 9 a.m. – 5 p.m.