Dickholtz Wealth Management, Inc. works with individuals and families to manage and protect their assets, who value advice, are committed to building a team of carefully selected specialists, 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.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 847-272-1155