Welcome to Dickholtz Wealth Management, Inc. serving Northbrook, Glenview and the greater North Shore of Chicago since 1987. As Fiduciaries and Independent Certified Financial Planners, it is our responsibility and constant goal to always put our clients' interests above our own.! We provide comprehensive financial planning, specifically in the areas of Income Distribution, Customized Investment Management and Advanced Planning.
We work with individuals and families that have significant assets to manage and protect, who value advice, are committed to building a professional team, and desire a high level of personal service. We specialize in solving our client's financial challenges by utilizing custom financial strategies that align their wealth with their values, often advising through one or more generations.
We work with individuals and families that have significant assets to manage and protect, who value advice, are committed to building a professional team, and desire a high level of personal service. We specialize in solving our client's financial challenges by utilizing custom financial strategies that align their wealth with their values, often advising through one or more generations.
Services
Dickholtz Wealth Management, Inc. works with individuals and families that have significant assets to manage and protect, who value advice, are committed to building a professional team, and desire a high level of personal service. We specialize in working to solve our client's financial challenges by providing independent, customized solutions designed to mirror each client's values, goals and objectives.
Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Lisa Dickholtz, Representative. Dickholtz Wealth Management Inc. is not affiliated with any Securities America Company. Trading instructions sent via e-mail may not be honored.
If you are within ten years of retiring or have retired within the last five, talk to us today about creating your customize NextPhase Retirement Income plan. Check out our calendar of events and join us at one of our upcoming NextPhase workshops. Investments are not FDIC or NCUA insured, not Bank or Credit Union Guaranteed and May Lose Value.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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