Our Services

Dickholtz Wealth Management, Inc. works 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 working to solve our client’s financial challenges by providing independent, customized solutions designed to mirror each client’s values, goals and objectives.  We identify these values through a consultative process, our commitment to ongoing communication, and dedication to long term client relationships.

Dickholtz Wealth Management, Inc. --- Strategies for Life Process

Dickholtz Wealth Management, Inc. --- Service Level Chart

Dickholtz Wealth Management, Inc. --- Fee Matrix

Free financial planning for Veterans.  Contact us for more information.