Midwest Wealth Management

About

Independent wealth management, investing services, financial, estate, and retirement planning

Story

Midwest Wealth Management was built on a foundation of honesty, trust, and integrity. Our mission is to help our clients make the best decisions possible regarding their need to accumulate, protect, and transfer wealth. We strive to build strong, personal relationships with our clients capable of spanning generations.

At Midwest Wealth Management, we understand that no two clients are exactly alike or share the same goals. That is why when it comes to helping you invest in your financial future, we seek to get to know you – your hopes, dreams, needs, and concerns – before attempting to offer a strategy.

Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations.

Our firm is uniquely positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide unbiased investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.


Securities, Financial planning, and advisory services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. www.finra.org, www.sipc.org

The investment products sold through LPL Financial are not insured Midwest Bank N.A. deposits and are not FDIC insured. These products are not obligations of Midwest Bank N.A. and are not endorsed, recommended or guaranteed by Midwest Bank N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.


Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.midwestwealthmanagement.com.

Products

Investments
Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Government Securities
Variable Annuities
Retirement Plans
401k Planning
403b Planning
College Plans
Estate Planning
Investment Management
Insurance Services
Life Insurance
Long Term Care Insurance