Dickholtz Wealth Management, Inc. and Securities America, Inc.

Welcome to Dickholtz Wealth Management, Inc. serving Northbrook, Glenview and the greater North Shore of Chicago, where we provide comprehensive wealth management, specifically in the areas of Investment Consulting, Advanced Planning, and Relationship Management.  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 providing extraordinary service and custom financial strategies that align their wealth with their values, often advising through one or more generations.
 
Here you will find a wealth of information in the form of newsletter articles, calculators, online access to accounts, wealth management strategies, and a variety of financial flipbooks.  Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach in the Strategies for Life Wealth Management Process.

Thank you for visiting!  Please contact us if you have any questions or need additional information specific to your unique situation.  We are here to help you pursue all that is most important to you!
 
 
 

Dickholtz Advisor Branded from Securities America on Vimeo.

 

 

 

 

Investments are not FDIC or NCUA insured, not Bank or Credit Union Guaranteed and May Lose Value. Guarantees including optional benefits may have an extra fee and are subject to exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed financial professional can provide you with complete details. The benefit payment obligations arising under the annuity contract guarantees, rider guarantees, or optional benefits and any fixed account crediting rates or annuity payout rates are backed by the claims-paying ability of the issuing insurance company. Those payments and the responsibility to make them are not the obligations of the third party broker/dealer from which the annuity is purchased or any of its affiliates.