My Services

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.