Specialized advisors focused on your success
Making the right decisions for your future is easier when you have a partner who can offer both a considerable wealth of financial planning knowledge and an unflagging commitment to putting your best interests above all else.
Alliance Wealth Management Milwaukee is led by Founder and President Craig Pluta who began his career in the financial services industry in 1995. Over the years, he has developed several programs to assist and educate clients on maximizing retirement income, and has worked with major corporations and institutions to address the complicated financial needs of executives and key employees.
Craig is supported by a highly skilled service staff and remains committed to continually improving the firm. At Alliance Wealth Management Milwaukee, our first question is always “Is this what’s best for the client?” and we strive to ensure that the answer is always “Yes.”
Meet our Financial Team
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.