Solutions for Wealth Management, LLC
Solutions for Wealth Management, LLC is a Registered Investment Advisory Firm dedicated to helping clients achieve their financial goals through a well thought out wealth management plan on a fee-only basis. We provide wealth management services for a limited number of individuals, families, businesses, trusts, not-for-profits, and retirement plans.
At Solutions, we take a different approach to wealth planning. Our model is consultative, customized, thoughtful and deliberate without conflicts of interest. We focus on achieving goals and managing risk. We see planning as the basis for action, and the foundation of a holistic strategy that incorporates investments, retirement, estate, tax, and financial independence planning.
Solutions was formed in 1998 by the principals of our affiliated accounting firm Smith, Koelling, Dykstra & Ohm P.C., Certified Public Accountants (SKDO) to serve their clients. SKDO was formed in 1975 and has more than 20 professional employees serving the southern suburbs of Chicago, Illinois.
Solutions is a founding member of Bright Sky Group LLC, an innovative alliance of independent investment advisors. Member firms provide wealth planning and investment advisory services for individual and institutional clients across the U.S. Bright Sky was created as a forum for investment advisors committed to putting client interests first. They provide a sharing of intellectual capital to support members on advanced planning issues that are important to their clients.
Firm Brochure ADV Part 2A March 2012
Recent Videos
- Addressing Common Myths About TIPS
October 4, 2012 at 10:06 am - How to Avoid Being Unhappy in Retirement
September 5, 2012 at 3:23 pm - How to Invest With Interest Rates So Low
September 5, 2012 at 3:18 pm - How to Take Advantage of Social Security’s Spousal Benefits
June 21, 2012 at 1:55 pm - Why Buy and Hold Isn’t a Good Strategy
August 24, 2011 at 3:04 pm
Recent Articles
- Four Retirement Planning Mistakes to Avoid
October 4, 2012 at 10:07 am - Putting Recent Events in Perspective
October 4, 2012 at 10:01 am - Good Intentions Can Lead To Bad Results
October 4, 2012 at 10:00 am - Active vs. Passive Portfolio Management
September 5, 2012 at 3:25 pm - The Eurozone and Greece: A Client Update
September 5, 2012 at 3:22 pm
Most Recent Video
Recommended Links
- Smith Koelling Dykstra & Ohm P.C. Certified Public Accountants
- Bright Sky Group, LLC
- Dimensional Fund Advisors
- Roth IRA
- College Savings 529 Plans
- College Financial Aid
- Social Security
Get In Touch
Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us