Central Wealth Management
For Central Wealth Management
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Overview
2 - 9
Employees
2018
Year Founded
ABOUT CENTRAL WEALTH MANAGEMENT
A client-centric firm.
Central Wealth Management prioritizes its clients. As a Registered Investment Advisor (RIA) and fiduciary firm, our primary commitment is to act in the best interests of each client, rather than pushing products or services. Our dedication to a client-focused approach is so important to us that we chose a name that reflects our commitment to putting you at the center of everything we do.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
2018
Year Founded
Services
Focus
Industries
Clients
Services Provided
80% Wealth Management
20% Financial Planning
About the Team
OUR STORY
At Central Wealth Management, we prioritize our clients through a personalized financial planning approach. As a Registered Investment Advisor fiduciary firm, our commitment lies solely in serving your best interests, not selling products. With over 28 years of experience, Principal Eric Heiting partners with legal and tax professionals to craft tailored strategies aligned with your future goals. Supported by a dedicated team—including Paula Linskens managing daily operations, Client Care Specialist Monika focused on nurturing relationships, financial planner Katie Lindquist providing clear guidance, and experienced project manager Shaw—our collective expertise ensures trustworthy, transparent service. Based in Madison, Wisconsin, we vow simplicity and clarity, making complex financial decisions accessible, fostering confidence, and building lasting, trust-based relationships centered around you.
Locations
Headquarters
1200 John Q Hammons Dr, Ste 501,
Madison, Wisconsin, United States 53717