Stichler Wealth Management

At Stichler Wealth Management, LLC, our mission is to provide our clients with exceptional financial planning and wealth management services that exceed their expectations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future.

Our Story

Founded by Cole G. Stichler, CFP, President of Stichler Wealth Management, our firm is built on a foundation of integrity, commitment, flexibility, and kindness. With over a decade of experience in the financial services industry, Cole has a deep understanding of the importance of providing realistic, straightforward financial planning and wealth management advice. Our team's passion is to deliver a unique and personalized experience for each client, always putting their interests before our own.

Our Services

As a full-service financial planning firm, we offer a range of services designed to meet the unique needs of our clients. Our menu of services includes:

• Comprehensive Financial Planning: We take a holistic approach to financial planning, considering all aspects of your financial situation to create a personalized plan that aligns with your goals and objectives.
• Investment Management: We believe that a solid investment portfolio begins with a defined process. Our team uses a disciplined approach to investment management, carefully selecting investment strategies and monitoring their performance to ensure your assets grow over time.
• Tax Preparation: We understand the importance of tax planning and preparation. Our team of experts will help you navigate the complexities of tax laws and regulations, ensuring you minimize your tax liability and maximize your after-tax wealth.
• Insurance Planning: We believe that insurance is an essential component of a comprehensive financial plan. Our team will help you identify the right insurance coverage for your unique situation, providing peace of mind and financial protection.
• Estate Planning: We take the time to understand your estate planning needs, creating a customized plan that ensures the transfer of your assets according to your wishes.
• Retirement Planning: Our team is dedicated to helping you prepare for a successful retirement, creating a personalized plan that maximizes your income and ensures a secure financial future.

Our Investment Process

At Stichler Wealth Management, LLC, we believe that a solid investment portfolio begins with a defined process. Our team uses a disciplined approach to investment management, carefully selecting investment strategies and monitoring their performance to ensure your assets grow over time. Below are some of the major categories that we will address with you during the planning process:

• Retirement Planning
• Tax Preparation
• Social Security Income Maximization
• Medicare Supplement Planning
• Investment Management
• Risk Management
• Estate Planning
• Tax Friendly Investments
• Alternative Investments
• Retirement Income Planning
• Education Planning

Meet Our Team

Our team of professionals has years of experience in the financial services industry. We are committed to providing exceptional service, and our goal is to help you achieve financial stability and peace of mind. Learn more about our team and how we can help you achieve your financial goals.