Solutions for Wealth Management LLC

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Solutions for Wealth Management

We solve our clients' most difficult financial challenges

Solutions for Weath Management, LLC

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, andthe 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 tosupport members on advanced planning issues that are important to their clients.

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Smith Koelling Dykstra & Ohm P.C. Certified Public Accountants
Bright Sky Group, LLC

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Solutions for Wealth Management, LLC