Choosing to Grow Local: DB Tax & Wealth Expanding in Downtown South Milwaukee

Some great news, as our downtown momentum continues …

DB Tax & Wealth is investing more than $1 million into an expansion on Milwaukee Avenue — the latest exciting project in our city center.

From their announcement message on Thursday …

We are thrilled to announce that our business is growing!  The two buildings directly to the east of us will adjoin our existing building. The spectacular plans we have in store will boost client experience which is something we always strive for!  We are proud to continue to invest in the city of South Milwaukee and the enhancement of Milwaukee Ave. Please stay tuned for more information!  Follow DB Tax & Wealth on Social Media for project highlights and updates!

Check out our video announcement …

Congratulations to Lisa, Mark and the entire firm, which is embarking on its second major expansion in the last five years. If this one is anything like its first, it will be first-class, and provide a major facelift to the entire block. 

The project also ensures the firm’s future in our city, after 31 years. From its website …

Established in 1989 by its founders Larry & Diane Burger. After many years of dedicated service with the Wisconsin Air National Guard – 128th Air Refueling Wing in Milwaukee, WI, Larry and Diane retired from the military and ventured into small business entrepreneurship. After its establishment and continued growth, new staff was hired, more office space was added, and the firm began to accomplish what most small businesses envy – that is growth, dedicated clients, quality service, and an excellent reputation in a great community. In 1994, Diane and Larry retired and their daughter Lisa Pugel, began actively managing the South Milwaukee location.

Lisa brought new services to the firm which included comprehensive financial and tax planning, payroll and small business bookkeeping, insurance services, education planning and estate planning. All of these services are still provided today by a dedicated staff with decades of experience.

DB Tax & Wealth is not alone in choosing to invest downtown in recent months. Here are some of the projects underway as we speak …

  • Bucyrus Club. There has been significant progress since the city acquired the building — across the street from DB Tax — in February. Most recently: The South Milwaukee Common Council voted Tuesday to hire Zimmerman Architectural Studios to lead the project design, the first key step in the rebirth of this historic building. It’s a great choice, with a terrific track record and a passion for this project. Much more to come on this.  
  • Moran’s Pub. James is doing major upgrades to the pub, as it prepares to open following the pandemic. Details here — beautiful! 
  • Milwaukee Avenue Streetscaping. Work on phase two is underway, as the project ramps back up into the summer. The focus now is sidewalks. Details here
  • And planning for the 11th Avenue public space — fueled by $500,000 from the Bucyrus Foundation grant announced in February — will begin soon, as we breathe new life into this important parcel in our city center. 

Promising future, indeed! Thanks, DB Tax & Wealth, for being a big part of it.

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