Ciesinski Wealth Management is focused on helping individuals and business owners build a plan that best aligns with their financial goals through every phase of their life. Along with support from The America Group and LPL Financial, we provide robust and dynamic strategies for our clients’ financial and wealth management needs.
Our practice is built on…
Honesty - We are 100% independent. As fiduciaries we do not have any proprietary products and always act in our clients’ best interests.
Communication - A client who is in-the-know is a better advocate for themselves. Keeping the lines of communication open ensures we’re always moving forward together. Expect us to reach out, and please never hesitate to call us.
Education - Together, we’ll create a detailed and comprehensive financial plan, but if it doesn’t make sense to you, it’s not worth the paper it’s printed on! That’s why we always take the time to educate you about all aspects of your plan. We’ll carefully explain the benefits, the potential disadvantages, and why this strategy makes the most sense based on your specific needs.
Integrity - Professionalism, and integrity are paramount to our core mission. When engaging in professional arrangements with clients, it’s vital that the foundation of our relationship be based on mutual trust and respect.
Proactiveness - As we continually monitor and review your financial plan, you may hear from us with new ideas on how to ensure your finances are working optimally for you.
Administrative Support offered through America Group
America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Ciesinski Wealth Management.