Top charitable giving tax strategies financial advisors in Wisconsin
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning to donate to charity and want to reduce your tax bill, you need an advisor who understands the tax rules that apply to charitable giving. Without this expertise, you might miss opportunities to maximize your tax benefits or accidentally trigger unexpected tax consequences.
- Gift timing strategy. Ask how they recommend scheduling donations to optimize your tax deductions across multiple years.
- Donation type guidance. Confirm if they can advise on the tax impact of different gift forms, like cash, appreciated assets, or donor-advised funds.
- Tax code navigation. Look for advisors who explain how charitable giving interacts with your overall tax situation, including itemized deductions and income thresholds.
- Coordination with tax preparers. Ensure they work closely with your tax professional to accurately report gifts and avoid filing errors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Brittany F
CFP®, Series 65
Hartland, WI
Boardwalk Financial Strategies LLC
Brittany Falkner specializes in charitable giving tax strategies, making her well-equipped to help Wisconsin clients optimize their donations for tax benefits. She offers comprehensive financial planning with a focus on long-term, globally diversified portfolios, serving high-net-worth individuals and charitable organizations, and charges a 1.25% AUM fee or hourly rates, distinguishing her through both expertise and flexible fee options.
Experience: 9 years
Avg account: $2,324,706
-
Brendan H
Series 63, Series 65
Fort Lauderdale, FL
Provenance Wealth advisors
Brendan Hayes specializes in charitable giving tax strategies and brings 28 years of experience, supported by Series 63 and 65 credentials. Operating from Fort Lauderdale with Provenance Wealth Advisors, he offers flat-fee and AUM-based pricing, serving a diverse client base including high-net-worth individuals and charities. His firm employs personalized investment processes and manages nearly 3,000 clients, distinguishing him through extensive firm resources and a broad service scope.
Experience: 28 years
Avg account: $738,808
-
William W
CFA®
Delafield, WI
Pavlic Investment Advisors, Inc.
William Warnke's 37 years of experience and CFA designation equip him to navigate charitable giving tax strategies effectively, helping clients optimize gift timing and donation types. His firm, Warnke/Nichols Ltd., manages a focused client base with a value-oriented investment approach, offering discretionary portfolio management and serving individuals, families, and nonprofits, which may provide a more personalized and conservative strategy compared to other advisors in Wisconsin.
Experience: 37 years
Avg account: $1,244,340
-
Daniel P
Series 63
Kenosha, WI
Edward Jones
Daniel Pascucci specializes in charitable giving tax strategies, making him well-equipped to help Wisconsin clients optimize their donations for tax benefits. With 20 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive wealth management and retirement planning services, supported by a broad network and a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 20 years
Avg account: $246,728
-
Jessy G
CFP®, Series 66
Middleton, ID
Verify Wealth
Jessy Gilger specializes in charitable giving tax strategies, making her well-suited to help Wisconsin clients optimize their donations for tax benefits. With 10 years of experience, she offers flat-fee comprehensive financial planning through Gannett Wealth Advisors, a firm emphasizing modern portfolio theory and integrated tax return preparation, which distinguishes her by combining tax strategy with long-term investment planning for high-net-worth individuals.
Experience: 11 years
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Wisconsin
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")