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Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
As “The Bank of You,” North Shore Bank is about helping families thrive, businesses grow and communities flourish. North Shore Bank prides itself on being an advocate for its customers, helping them live the life they want, and supporting the community we all share. And it`s our employees behind every counter and behind the scenes that make the difference. With 47 offices throughout eastern Wisconsin and northern Illinois, North Shore Bank and our 500+ employees remain committed to our customers by providing personalized service both in-person and from anywhere in the world through its online and mobile banking technology. It`s been that way for 90 years. The North Shore Building & Loan Association was started in 1923 by a group of local teachers in the backroom of Perkins Hardware Store on what is now Capitol Drive in Shorewood, WI. Today, North Shore Bank (the name was changed in 1989) has assets of over $1.7 billion. As North Shore Building & Loan Association, we began our operations with $22,000 in assets and started building our branch network in the seventies, opening our first branch office in Milwaukee in 1972.
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