Wealth management
Improve more than just your return on investment. Improve your return on life.
Sikich experts collaborate with you and each other for a comprehensive financial strategy and game plan. Achieve true financial freedom with a tailored strategy for you, your loved ones and your business. We’re here to help you ensure your financial decisions and planning lead to greater happiness and peace of mind.
Where do we start?
Our advisors will take what we learn about your personal goals during the discovery phase and develop a customized wealth investment strategy centered around financial planning and asset management. Whether your aspirations are lifestyle-centered, family-guided, business-centric, retirement-focused or legacy-inspired, Sikich advisors bring the expertise and guidance needed to help you realize your wealth goals.
Legacy client?
If you are a client from a legacy group and need access to your client portal, please click here.
Investment Advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.
Families and individuals
Not-for-profit organizations, trusts and estates
Businesses and business owners
The wealth management equation
We’ll build an investment strategy tailored to your comfort level and needs to manage your wealth.
Your advisor builds a personalized wealth plan tailored to your goals and investments.
As trusted advisors, we offer investment solutions rather than investment products throughout your wealth management life cycle.
Legacy client portal
Are you a client from a legacy company acquired by Sikich? If so, access your client portal here.
