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Individual Wealth Management

At Midwest Wealth Management, we offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our advisors offer:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. Our advisors can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Wealth Management

Our advisors strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Professional Managed Accounts
  • Alternative Investments
  • Variable Annuities

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 


Do you have the appropriate insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Contact us today to learn more about how our personal, holistic approach to financial planning can help you and your family pursue your goals.