We guide individuals, retirement plan sponsors, and plan participants in pursuing their financial goals. Our team has a myriad of backgrounds and is able to offer comprehensive wealth management. We are passionate about helping our clients pursue in their goals and strive to provide them with the most effective outcomes.
At Midwest Wealth Management, we understand that you've worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after.
At Midwest Wealth Management, we understand that you've worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after.
Services
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work diligently to develop a program that carefully balances investment strategies while aiming to preserve principal.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Midwest Wealth Management was founded by four successful investment professionals who wanted to provide their clients the maximum depth and breadth of their varied areas of experience and background. Our firm provides our clients with a team approach to overseeing their assets.
Each client receives individualized attention from one of our trusted professionals and additionally receives dedicated support from our team of advisors & administrative staff.This provides our clients the benefit of having several sets of eyes overseeing their investments and a team of qualified professionals reviewing their financial situation.
Each client receives individualized attention from one of our trusted professionals and additionally receives dedicated support from our team of advisors & administrative staff.This provides our clients the benefit of having several sets of eyes overseeing their investments and a team of qualified professionals reviewing their financial situation.
We listen to you to understand your unique needs, desires, and obstacles. By working diligently with you, we not only identify but also clarify your financial goals. We recognize the importance of planning for tomorrow while still considering your need to enjoy life today. After getting to know you like family, we are able to develop a plan that addresses your specific needs and concerns.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Midwest Wealth Management experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
Reviews (1)
Rudy Alaniz
Feb 10, 2021
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I have been using Midwest Wealth Management for years. I have them prepare my taxes, have my home owners and car insurance through them and recently transferred my retirement money over to them. Dave McFeggan and Patrick Maxwell are very professional, reliable and trustworthy along with the rest of the staff. I could not be happier working with Midwest Wealth Management. Give them a try, you will not be disappointed.
