Traudt Private Wealth, LLC is a financial planning and wealth management practice based in Port Washington, Wisconsin. Its approach centers on listening to clients, understanding their goals and circumstances, and developing structured strategies tailored to their risk tolerance, time horizon, and priorities. The firm works with individuals, families, and small-business owners, providing portfolio management, retirement and income planning, risk management, estate strategy, extended-care planning, and guidance on Social Security decisions.

It also offers financial education and ongoing plan reviews, with strategies adjusted as clients’ lives, objectives, and market conditions change. The firm describes its process in three stages: assessing a client’s finances and goals, developing and implementing a customized plan, and providing continuing oversight. Its website features educational articles, videos, calculators, and other financial resources covering retirement, investment, estate, tax, and lifestyle topics.

Securities and advisory services are offered through LPL Financial, a registered investment adviser and FINRA and SIPC member. Traudt Private Wealth serves clients from its office at 101 East Pier Street, Suite 22, Port Washington, Wisconsin