Solutions for Weath 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: Part 2A of Form ADV March 15, 2011
Recent Videos
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August 24, 2011 at 3:04 pm - The Current Market Aftershock
June 6, 2011 at 7:54 pm - What Are Some Strategies for Maximizing Social Security Benefits?
December 16, 2010 at 2:47 pm - Should Investors Fear the “New Normal”?
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August 11, 2010 at 2:51 am
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June 14, 2011 at 8:59 pm - Inflation or Deflation: Watching for Warning Signs
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Get In Touch
Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us