My 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.  I specialize in working to solve client’s financial challenges by providing independent, customized solutions designed to mirror each client’s values, goals and objectives.  I identify these values through a consultative process, commitment to ongoing communication, and dedication to long term client relationships.

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