Sikich Wealth Management Group

Our most treasured asset is our clients’ trust

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Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Our approach to investing

Planning for your financial future doesn't need to be complicated. We believe in a simplified, customized approach that keeps your immediate and long-term goals as the main focus. In our opinion, the most effective way to capitalize on the market is to be fully invested across a broad and diversified range of asset classes, and to utilize fixed income to manage market volatility. In addition to this, we also believe in the crucial need to be conscious of taxes and their effects on a portfolio.

Our team has a high level of experience in generational wealth transfer and estate planning. We want you to feel confident that in addition to growing your wealth, we will help you protect and pass it on to the people and organizations that matter most to you.

We strive to be your number one resource for anything related to your finances. As we work with you on your wealth management plans, it is important to discuss any issues that may impact your financial picture. These topics include, but are not limited to:

• Portfolio management
• Retirement income planning
• Life & long-term care insurance
• Education planning
• Estate & Trust planning
• Wealth transfer & Inheritance strategy planning
• Qualified plan & IRA Distribution strategies
• Establishing a family budget

If you are interested in learning more about any of these issues, please contact us to set up an initial meeting. We look forward to learning how we can be of help to you and your family.