Sioux Falls Wealth Management

At Sioux Falls Wealth Management, we believe that knowledge is power. It's also the foundation for intelligent, well-considered decisions. As a financial professional, we are committed to helping individuals and families create strategies for their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to help our clients achieve their financial objectives.

What We Do

As a registered investment advisor and broker-dealer, we offer a wide range of services designed to help individuals, families, and small business owners achieve their financial goals. Our services include:

Retirement Planning: We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

College Planning: Rising education costs require a forward-thinking plan. We can help you prepare for one of life's biggest investments.

Business Planning: We believe small businesses are the backbone of America. We do our utmost to help your business thrive.

Investment Services: Our investment professionals work closely with our clients to understand their risk tolerance, time horizon, and goals. We'll help you develop a program that carefully balances investment strategies with seeking to preserve principal.

Our Mission

At Sioux Falls Wealth Management, our mission is to provide our clients with exceptional service and expert guidance to help them achieve their financial goals. We are committed to building long-term relationships with our clients, based on trust, integrity, and a passion for helping people achieve financial success.

Our Team

Meet our team of experienced professionals, led by Jon Frick, a Certified Wealth Strategist. Our team is dedicated to providing personalized service and expert guidance to help our clients achieve their financial goals.

Resources

At Sioux Falls Wealth Management, we are committed to providing our clients with the resources they need to achieve their financial goals. Our website is designed to provide you with the information you need to make informed financial decisions. Whether you're looking for information on retirement planning, college planning, or business planning, our resources are here to help.