Dickholtz Lisa

Who We Are

Dickholtz Wealth Management is a personalized wealth management practice focused on helping clients achieve lasting financial security and pursue their aspirations. We take a comprehensive approach to wealth planning, offering a wide range of services to cater to your unique financial goals and circumstances.

Our Vision

Our vision is to empower individuals to achieve financial clarity, security, and a prosperous future. We believe financial planning should be a collaborative process, built on trust and open communication.

Our Values

1. Client-Centered Approach: We prioritize your needs and goals, working alongside you every step of the way.

2. Expertise and Integrity: Our team comprises experienced professionals with extensive knowledge in financial planning and wealth management.

3. Transparency and Communication: We believe in open and honest communication, providing regular updates and clear explanations throughout the process.

4. Results-Oriented: We are dedicated to delivering tangible outcomes that align with your financial aspirations.

5. Sustainable Growth: We take a long-term perspective, considering the future impact of your financial decisions.

1. Investment & Retirement Planning

• Aligning your investments with your current and future goals
• Developing a diversified portfolio that meets your risk tolerance
• Regularly reviewing and adjusting your portfolio for optimal performance

2. Tax Strategy

• Identifying tax-efficient strategies to minimize your tax burden
• Implementing strategies to maximize your retirement savings
• Providing guidance on capital gains and losses

3. Estate Planning

• Creating a comprehensive estate plan that addresses your specific needs and goals
• Ensuring proper asset allocation and power of attorney designation
• Developing a succession plan for your business or personal assets

4. Insurance Planning

• Reviewing your current insurance coverage
• Identifying potential gaps in your protection
• Recommending appropriate insurance solutions to safeguard your financial security

5. Employee Benefits Planning

• Maximizing your retirement contributions
• Identifying valuable employer-sponsored benefits
• Providing guidance on navigating complex benefits plans

6. Cash Flow Management

• Establishing financial goals and tracking your spending
• Developing strategies for managing debt and optimizing spending
• Creating a budget that aligns with your financial objectives

7. Risk Tolerance Assessment

• Identifying your willingness and ability to tolerate market volatility
• Designing an investment portfolio that aligns with your risk preferences
• Providing guidance on managing investment risk effectively

Let's Get Started

Contact us today to schedule a complimentary consultation and discuss your financial goals with a experienced wealth advisor. We look forward to working with you and helping you achieve lasting financial success.