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Our People

Lisa  Dickholtz, CFP®

Nancy Bernard, Advisor Assistant

Esther Yang, Client Services Representative

Beth Schmidt, Support Specialist

Julie Ponder, Support Specialist

About Us

  • Our People
  • Main Office
  • Our Services
  • Income for Life Model
  • Securities America Client Access
  • Office Locations
  • In the News
  • Tell A Friend
Contact Us

2565 Shermer Rd.
Northbrook, IL 60062

Phone: 847-272-1155
Fax: 847-272-1154

Lisa@DickholtzWM.com
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Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Lisa Dickholtz, Representative.  Dickholtz Wealth Management is not affiliated with any Securities America Company.


 

 

This website does not constitute an offer to buy or a solicitation to sell securities. Representative licensed to discuss and or sell securities in the following states only: AZ, CA, FL, IL, MI, PA, TX. Representative licensed to discuss and or sell insurance in the following states only: CA, FL, IL.  California Insurance License 0D43788