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Our People

Lisa  Dickholtz, CFP®

Nancy Bernard, Advisor Assistant

Esther Yang, Client Services Representative

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
Map and Directions

Securities offered through Securities America, Inc., Member FINRA/SIPC, Lisa Dickholtz CFP®, Registered Representative.  Advisory services offered through Securities America Advisors, Inc., Lisa Dickholtz CFP®, Investment Advisor Representative.  Dickholtz Wealth Management, Inc. and Securities America companies are unaffiliated.

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: CA, IL, IN, IA, MI, WI. Representative licensed to discuss and or sell insurance in the following states only: CA, FL, IL.  California Insurance License 0D43788