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My Services

Client Centered

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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.