About Us

Your Trusted Partner for Life

At Wealth & Insurance Strategies, we are committed to providing personalized insurance and financial planning services to individuals and businesses in Pardeeville, WI, and beyond. Our team of seasoned professionals brings extensive experience and a deep understanding of the insurance landscape, ensuring that you receive the best possible guidance and support. We strive to build lasting relationships with our clients, serving as your trusted partner in securing a stable and prosperous future.

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Our Vision

Our vision is to be the leading provider of comprehensive insurance and financial planning solutions, recognized for our commitment to excellence and personalized service. We empower our clients to make informed decisions and achieve their financial goals, fostering long-term relationships built on trust and support.

Our Values

Integrity: We uphold the highest standards of honesty and transparency in all our interactions, ensuring that our clients can trust us to act in their best interests.

Excellence: We are dedicated to delivering exceptional service and expert advice, continually striving to exceed our clients' expectations.

Personalization: We recognize that each client is unique, and we tailor our solutions to meet their specific needs and objectives.

Commitment: We are passionate about building long-term relationships with our clients, providing ongoing support and guidance throughout their lives.

Community: We believe in giving back to the communities we serve, contributing to the well-being and prosperity of Pardeeville, WI, and beyond.

Doug Trumbower

President
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Office: 608-243-1006
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Cell: 608-843-3300

Doug Trumbower is the President of Wealth & Insurance Strategies in Pardeeville, WI where he manages the daily operations of the company and his clients. Doug established his business in Madison, WI. He has over 39 years of experience.


Doug earned his Bachelor’s degree at the University of Whitewater, WI. After graduating Doug spent 5 years working with United Financial Systems then with Mutual of New York for another 6 years. Doug had the goal of building his own company. He had a vision of helping others attain financial success. 


Apart from his business, Doug is an avid water-skiing enthusiast, a part-time snow ski instructor and an active member in the community. He participates on numerous committees and in many events throughout the year.


Doug likes to think of life in this way …. Work hard and smart, be as awesome as you can, love people and have fun with them every day!