Dickholtz Wealth Managment, Inc.

Lisa Dickholtz CFP®, President and David Zirko CFP®, Vice President








Welcome to Dickholtz Wealth Management, Inc. serving Northbrook, Glenview and the greater North Shore of Chicago since 1987.  As Fiduciaries and Independent Certified Financial Planners, it is our responsibility and constant goal to always put our clients' interests above our own.!

We provide comprehensive financial planning, specifically in the areas of Income Distribution, Customized Investment Management and Advanced Planning.  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 utilizing custom financial strategies that align their wealth with their values, often advising through one or more generations.

Here you will find an abundance of practical 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 sitatuion.  We are here, to help you pursue all that is most important to you!

Click the Link Below to get your Risk Score!