The Cimino Team

Serving the greater Clinton, WI area.

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Contact

(608) 676-2236 cimino-info@wealthenhancement.com

Location

308A Ogden Ave
Clinton, WI 53525
(608) 676-2236
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A team behind every plan

Welcome to the Cimino Team, where we apply our knowledge of the financial advising industry to help with your journey towards your retirement goals. We offer years of professional experience in retirement income planning with an emphasis on income tax mitigation strategies, 72(t) planning, Net Unrealized Appreciation strategies in 401(k) plans, and more. Our team believes in building long-term client associations through effective high-touch service, integrating holistic planning at every step of your life journey. Reach out and let us help you pursue the financial future you’ve been dreaming of.

Meet Our Team

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Advisory Team
Client Service Team

Awards & Recognition

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2024

Barron’s Top 1,200 Financial Advisors (2024)

Barron's

The Barron’s Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded 3/14/24 for the one-year period ending September 30th of the previous year.

  1. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  2. Awarded 3/20/26 for the time period of 9/30/24-9/30/25.
  3. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  4. Awarded 3/10/25 for the period of 9/30/23-9/30/24.
  5. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  6. The Barron’s Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded 3/14/24 for the one-year period ending September 30th of the previous year.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Planning for retirement

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

Investing with a plan-first mindset

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Preparing for the unexpected

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Managing my tax strategy

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Building my legacy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

Creating a financial plan

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan

Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Cimino Team

What we’re thinking about

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Inflation graph
Investing

How to Keep Inflation from Eroding Your Savings

Inflation can quietly erode your retirement savings. Learn how to protect your purchasing power with smart strategies like diversification and TIPS to secure long-term financial stability.
Melissa Beaumont Apr 1, 2021
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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