Apollon Wealth Management has announced that Senglaub Financial Group, a Delafield, Wisconsin-based financial planning firm overseeing approximately $650 million in client assets, has joined its growing national organization, expanding Apollon’s footprint in the Midwest.
Senglaub Financial brings a multi-generational legacy of client-first financial planning spanning more than five decades, founded on a tradition that began in 1965. The firm is led by a father-daughter duo, Jeff Senglaub and Christy Senglaub, both serving as Wealth Management Advisors and Managing Directors, supported by a seasoned team committed to delivering high-touch client service. The broader team includes Craig Rusch, Jamie McCourt, Brett Nowatske, Gail Bellman, Rea Krivohlavek, Kim Seymour, and Ben Weltzien.
The partnership expands Apollon’s capabilities in the Midwest and adds a firm with deep community roots and a relationship-driven approach that has served individuals and families with a focus on long-term financial planning and legacy preservation. Apollon Wealth Management and its advisory affiliate Apollon Financial collectively manage approximately $15 billion in client assets.
Apollon offers its advisors open architecture features with centralized support across operations, compliance, and integration, enabling financial professionals to focus on delivering comprehensive, client-centered financial guidance to the individuals and families they serve.
KEY QUOTES:
“Senglaub Financial represents exactly the kind of partner we look for — deeply rooted in their community, committed to their clients, and built on enduring relationships.”
Michael Dolberg, Founding Partner and CEO, Apollon Wealth Management
“Joining Apollon allows us to preserve that philosophy while gaining access to enhanced resources, operational support, and a broader platform that we believe will help us better serve our clients today and into the future.”
Jeff Senglaub, Wealth Management Advisor, Apollon Wealth Management
