Calculated Wealth
Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.
Calculated Wealth · Madison, Wisconsin
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About
Calculated Wealth partners with motivated individuals and their families to navigate life’s biggest financial transitions—especially retirement and business sales. We’ve intentionally built a boutique firm instead of a volume practice. Most advisory firms chase scale, stretching each advisor across 100+ families; we’d rather know fewer families really well. That means prioritizing deep connection and intentionally limiting our partnerships to kind, thoughtful, and future‑focused families who want to be deliberate with the money they’ve worked hard to build.
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Estate Planning
- Financial Planning
- Life Transition Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Charitable Giving
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Investment Management
- Asset Allocation
- Business Succession Planning
- Family Wealth Transfer
Structured record
| Name | Calculated Wealth |
|---|---|
| Firm | Calculated Wealth |
| Location | Madison, Wisconsin |
| Fee model | Percentage of Assets (AUM) · Hourly Rate · One-Time Financial Planning Fee |
| AUM | $100M - $500M |
| Founded | 2022 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CPA |
| Investment approach | Blend of both |
| Website | calcwealth.com |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer