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Preferred Wealth AdvisorsFinancial advisor in Madison, WI

Preferred Wealth Advisors is a financial advisor at 6562 Lake Rd Ste 1, Windsor, WI 53598, ranked #37 of 86 financial planners in Madison and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Call (608) 842-2222Website ↗

Key facts

Key facts about Preferred Wealth Advisors
Address6562 Lake Rd Ste 1, Windsor, WI 53598, Madison, WIGet directions
Phone(608) 842-2222
Websitepreferredwealthadvisors.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Madison and 8 towns within 25 miles: Waunakee, Sun Prairie, Middleton, Verona, Fitchburg, Oregon, Stoughton and Portage.

Based in Madison, WIView on map

Opening hours

Opening hours for Preferred Wealth Advisors
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Preferred Wealth Advisors

How is Preferred Wealth Advisors ranked in Madison?

Preferred Wealth Advisors is ranked #37 of 86 financial planners in Madison by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Preferred Wealth Advisors’ hours?

Preferred Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Preferred Wealth Advisors serve?

Serves Madison and 8 towns within 25 miles: Waunakee, Sun Prairie, Middleton, Verona, Fitchburg, Oregon, Stoughton and Portage. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Preferred Wealth Advisors?

Preferred Wealth Advisors has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Preferred Wealth Advisors?

Call Preferred Wealth Advisors on (608) 842-2222. The business is at 6562 Lake Rd Ste 1, Windsor, WI 53598, Madison, WI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Preferred Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Preferred Wealth Advisors (this business)—644.0 (4)NoNo
LBW Wealth Management, LLC#13655.0 (4)NoNo12.7 mi
Legacy Wealth Advisors#14655.0 (4)——5.0 mi
Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC#16644.0 (4)NoNo12.6 mi

See all 86 ranked financial planners in Madison