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Kathleen Oberneder ChSNC

Crescendo Wealth Management LLC

Kathleen Oberneder ChSNC

Crescendo Wealth Management LLC

Kathleen Oberneder ChSNC

Crescendo Wealth Management LLC

Profession LogoFINANCIAL PLANNER

A passion for empowering individuals to better understand and take control of their financial futures is a key motivator for Kathleen.    As a Financial Advisor at Crescendo Wealth Management, LLC, Kathleen Oberneder brings more than 20 years of experience in the financial services industry. 

Kathleen started her career as a Speech Language Pathologist working in a hospital in North Carolina after she finished Graduate School.  She found that evaluating and treating individuals who suffered from neurological disorders, or injuries correlated well with the financial services industry.  “Money and Health are two things that are very important to individuals, and both can be confusing and intimidating enough where people are not making the decisions and taking the actions, they need to protect themselves.”   

Kathleen has three daughters; the youngest Emily was born with 2010 with Down syndrome.  It was this life event that helped her to realize the financial industry was not properly serving families like hers.  Kathleen has focused her practice on working with families who have loved ones with Special Needs.   This has allowed her to use her years of experience of providing financial education to assist families who are like her own to help them plan for their future and that of their special needs loved one.  She is a frequent speaker and writer on topics related to Special Needs Financial Planning, including the new 529 ABLE Savings Accounts.  

In 2017, Kathleen received the Chartered Special Needs Consultant Designation, ChSNC® through the American College of Financial Services.  ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan with honesty, ethics and compassion. 

She lives in Mequon, Wisconsin with her family.  Kathleen and her husband were Co-founders of GiGi’s Playhouse – Milwaukee, a Down Syndrome Achievement Center.  She enjoys spending time with her family and friends, swimming, reading, entertaining, traveling, and learning.  

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

Crescendo Wealth Management, LLC and JWC/JWCA are unaffiliated entities.

J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method. 

For a copy of JWC’s Form CRS please visit HERE. For a copy of JWC’s Disclosure Supplement please visit HERE. By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit HERE. By following this link, you consent to the receipt of the Form CRS electronically.

Firm Description

Crescendo is an independent, woman-owned and operated holistic financial planning firm designed to partner with our clients to help them achieve financial independence and live the life they want.  

Based on your personal situation, we offer advice, not product driven solutions for your lifetime.   We believe that getting to know a client’s personal situation, goals and needs are just as important as knowing what investment or insurance products they currently own.  

Our client relationships are built on open communication and trust.   Once we get to know you we then work collaboratively to build, prioritize, advise and maintain your personalized comprehensive financial plan.  We do this through a process we call “co-planning”.  

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

1242 13th Avenue
Grafton, WI 53024

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts