Our Services
Dickholtz Wealth Management works with a select number of clients who consist primarily of families, family stewards, single women and widows with significant assets to manage and protect. We specialize in solving 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 and our commitment to ongoing communication and dedication to long term client relationships.
We strive to offer Industry Best Practices in the following areas:
Advanced Planning
- Comprehensive Financial Planning
- Customized Investment Solutions
- Company Benefit Plan Analysis
- Retirement Planning
- Estate Planning
- Tax Planning
- Intergenerational Planning
- Charitable Gifting
- Advocate with Clients Other Professional Advisors
- Access to our Wealth Management Network of Financial Professionals
Cash Management Services
- Full Service Brokerage (SIPC)and Non-Brokerage Services
- Checking and Debit Card Accounts with Automatic Money Market
- Online Access to View Accounts
- Consolidated Performance Reporting of Household Assets
- Trust Management and Re-titling Services
- Stock Option Exercise Analysis and Implementation
Customized Investment Portfolio Design and Implementation
- Professional Investment Management
- Highly Appreciated Stock Analysis and Diversification Strategies
- Income For Life Model Sponsor
- Asset Allocation Analysis, Implementation and Rebalancing
Retirement Options
- IRA’s- Traditional, Roth, Stretch
- Retirement Account Rollovers
- Company Benefit Plan Rollovers
- Beneficiary of Non-Spouse IRA Account Services
- Customized IRA Distribution Analysis and Implementation
Insurance
- Fixed and Variable Annuities
- Customized Needs Analysis and Implementation of Life Insurance
- Long Term Care Insurance, Including Cash Value Options
- Disability Insurance
- Business Succession Analysis and Planning
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