About Us

Managing wealth isn’t simply about providing products. It’s about you. That’s why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:

  1. Discovery — Before any planning takes place, we discover what’s important to you.
  2. Planning — Before any commitment is made, we present a detailed, written plan specific for your situation.
  3. Commitment — Before we become your trusted advisor, we mutually commit to your plan for success.
  4. Regular Progress — Through a targeted strategy, we seek to enhance your wealth and your life.

Our History

Solutions for Wealth Management, LLC is based in Bourbonnais, Illinois. Our investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) funds and BAM Advisor Services, LLC’s proprietary fixed income portfolio design and execution capabilities.

Solutions was founded in 1998 by the principals of Smith, Koelling, Dykstra & Ohm P.C., CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary. It was essential that the client’s interests be first and foremost in any decision. Thus Solutions chose to deliver advisory services for individuals, businesses, trusts, not-for-profits, and retirement plans using a fee -based model. We offer an advisor relationship built on personal trust and company-wide integrity. An important part of our wealth management services also involves the evaluation and implementation of customized risk management strategies through which insurance commissions may be earned.

When Solutions was formed, we felt it was of utmost importance to surround ourselves with some of the best companies in the financial services industry.

  • We established a strategic alliance with the independent firm, BAM Advisor Services, LLC, to help us bring you a powerful team approach to your investment experiences. We have chosen to work with BAM because we are confident that the alliance brings you important benefits, including enhanced service levels; combined expertise and leveraging capabilities; cost-effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor. BAM was founded in 1997, with headquarters in St. Louis, Missouri. Today it serves a nationwide base of more than 110 Registered Investment Advisor firm clients like ourselves, who particularly value the academically based, cost-effective approach we seek to deliver. Our firm is entirely independent of BAM. We make our own decisions directly with you. At the same time, we share a common approach to high-quality client service.
  • Solutions requires that clients (other than certain retirement plans) establish brokerage accounts with the institutional division of Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, or Fidelity Brokerage Services, Inc (Fidelity), a registered broker-dealer, member SIPC to maintain custody of clients’ assets and to effect trades for their accounts. Solutions is independently owned and operated and not affiliated with Schwab or Fidelity. They provide Solutions with access to its institutional trading and custody services, which are typically not available to Schwab or Fidelity retail investors. These services generally are available to independent investment advisors on an unsolicited basis, and at no charge to them. Their services include brokerage, custody, research, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require a significantly higher minimum initial investment.
Subscribe to our site using RSS!

More About Us:

Recent Articles

Recommended Links

Get In Touch

Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us