Slide thumbnail
Slide background

Latest News

The Kowal Way

At Kowal Investment Group, we’re just as serious about your retirement as you are – your goals are our goals, and you always come first. When you put your trust in us, you can expect tireless dedication and responsive service – because you’ve earned it.

We are often reminded that the most important things in life aren’t things.

But, we know that our clients have sacrificed to build a life for the ones they love. At Kowal Investment Group we help our clients, families and businesses grow and preserve the wealth that they have accumulated. For many, it’s not working one more day, one more week, or year. It’s the TIME needed to soak in all of the things that money can’t buy.

TIME to enjoy the blessings of life and family. That’s why we chose years ago to focus on retirement planning.

Our clients come first, it’s always been that way. That’s The Kowal Way.

Since our inception, we have always operated under the fiduciary standard of care. Kowal Investment Group’s client-focused philosophy is all about putting your interests ahead of our own.

Learn More

Do You Have At Least $500,000 in Retirement Assets? We Can Help You.

When it comes to your retirement, you need a partner that can help you not only manage your current assets, but also help you accumulate additional wealth to support you throughout your future. At Kowal Investment Group, we know how to help clients who are looking to invest a significant amount of retirement assets. We recommend suitable strategies – based on your current assets, risk aversion, and more – to help you reach your retirement goals. Get started.


To learn how we help individuals with at least $1 million in retirement assets preserve their legacy, click here.

Our Locations


W238N1660 Busse Road, Suite 100
Waukesha, WI 53188
(262) 522-4040

Port Washington

110 S. Wisconsin Street, Suite 6
Port Washington, WI 53074
(262) 268-1333


6727 Frank Lloyd Wright Avenue
Middleton, WI 53562
(608) 836-5133


11811 N. Tatum Boulevard, Suite 3031
Phoenix, AZ 85028
(602) 953-7882
Check the background of this firm on FINRA’s BrokerCheck
*Congratulations to Jeff Kowal for being named one of America’s Top 1200 Financial Advisors.  Accolades such as Barron’s “Top Financial Advisors” List are independently determined and awarded by their respective publications. Barron’s “Top 1,200 Advisors” is an annual ranking that represents the top 1% of advisors in each state with substantial practices, and includes advisors at major Wall Street corporations as well as independent firms. The rankings are based on assets under management, revenues generated by advisors for their firms, and quality of practices. In evaluating advisors, Barron’s examines regulatory records, internal company documents and extensive questionnaires filled out by the advisors themselves. For more information on a particular rating, please visit their corresponding website.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.