Makenna Wealth is an independent advisory practice built for families and business owners along the Lake Michigan shoreline who want a clear-eyed plan and a steady hand.
We don't sell products. We build a single coordinated plan across planning, investing, and the transitions in between.
Cash flow, tax positioning, insurance review, and estate coordination, revisited every year as your life changes rather than left to gather dust.
Withdrawal sequencing, Social Security timing, and Medicare-year tax planning built around the age you actually want to stop working.
Low-cost, tax-aware portfolios built to your risk capacity — not a model portfolio pulled off a shelf and left on autopilot.
Makenna Wealth was founded on a simple premise: an advisor should be paid the same way regardless of which products a client holds. We don't earn commissions, and we don't answer to a parent brokerage.
That structure means every recommendation gets judged by one standard — whether it moves your plan forward, not whether it moves a sales quota.
From our office near the Racine lakefront, we work with manufacturing families, small business owners, and retirees across Racine County and southeastern Wisconsin — people who built what they have and want a plan as practical as they are.
We meet in person when it helps, and we speak plainly about numbers — no jargon, no theatrics.
Succession and sale planning for owners of Racine-area manufacturing and trade businesses.
Coordinating finances across parents, adult children, and aging relatives in the same county.
Tell us a bit about your situation and we'll set up a first conversation — no cost, no obligation.