Wealth Management
Take control of your wealth accumulation and unlock financial freedom
when you work with Sikich’s wealth management experts.
A comprehensive approach to financial freedom
Improve more than just your “return on investment”; improve your “return on life”. Sikich’s wealth advisors firmly believe that to achieve financial health, it’s crucial to look at the big picture. Whether you want to meet your financial goals in two, five or even 20 years, our advisors will meet you where you are to create a suitable strategy that aligns with your lifestyle.
Quick Path
Jump to learn more about Sikich’s Wealth Management team.
Service Overview Wealth Management Services
Where do we start?
Begin your wealth management journey by meeting with Sikich advisors to determine how much money you will need and what kind of lifestyle you hope to maintain. We’ll also set goals for any philanthropic or charitable efforts you hope to pursue.
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.
WHO WE SERVE
Your and your family’s best interests always come first. Tailoring custom financial advisory services for families and individuals, we’re all about bringing you peace of mind through expert financial guidance.
From mapping our realistic financial plans and projecting your retirement journey to crafting effective estate strategies and smart tax planning, we’re here to be your trusted partners on the road to financial success.
We’re all about helping you remain focused on your organizational purpose and shine for your organization. With Sikich’s experience and careful attention, you can relax, knowing that the important financial aspects are covered and you can focus on the mission.
From managing retirement plans and boosting business value to crafting solid estate and tax plans, we’re your go-to team for achieving your goals. Let’s make your business and your financial goals thrive together!
THE WEALTH MANAGEMENT EQUATION
Sikich utilizes a dynamic Wealth Management Equation to help clients achieve their life goals and safeguard their financial futures with confidence and commitment.
INVESTMENT CONSULTING
Sikich performs an evaluation of your unique ability, willingness, and need to take an investment risk. We will create an investment strategy for a path defined and communicated by your comfort level and needs to help you manage your wealth.
RELATIONSHIP MANAGEMENT
Your advisor is committed to you. Our discovery process focuses on understanding your personal goals to develop an individualized wealth plan and drive your financial investments. We work in harmony with your entrusted professional advisors, including family members, closely-held business interests, attorneys, and other investment advisors.
ADVANCED PLANNING
As trusted advisors, we offer investment solutions rather than investment products throughout your wealth management life cycle. Our expertise in handling complex financials and tax matters – cash flow planning and projections, college planning, financial planning, estate planning, business succession, asset transfers and protection, tax efficiency, charitable giving, etc. – can be invaluable to enhancing and protecting your wealth accrual.
ENHANCE YOUR WEALTH Management EQUATION WITH SIKICH
As a national, Top 30 Certified Public Accounting firm, our wealth advisors have the unique ability to provide clients with the insight and management needed to evaluate expenses and minimize taxes, further enhancing your wealth equation.
LEARN MORE ABOUT OUR WEALTH MANAGEMENT SERVICES TODAY.
MEET THE TEAM
Andrew Paoni
Laura Culp
Joe Connell
Julie Krehbiel
Kip Walle
Valerie Johnson
Wesley Whamond
Marie Marks
Valerie Turner
Thao Ring
Gretchen Radach
Maggie Woroniecki
related insights
Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Check out our advisors at BrokerCheck.
