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"INTEGRITY, COMMITMENT, FLEXIBILITY, KINDNESS"

Financial Planning - Investment Management - Tax Preparation Services - Insurance Planning

Cole G. Stichler, CFP®, President of Stichler Wealth Management, started the firm with a vision and passion for providing realistic, straight forward financial planning and wealth management advice. Our firm strives to provide an experience that is new, enlightening, interactive, and that will always put our clients interests' before our own.  With over a decade of experience in the financial services industry, Cole and our firm can develop a plan that will help give you and your family confidence.

Comprehensive Financial Planning is the goal for Cole and our firm to provide to our clients.  Retirement Planning, especially, is an area we really emphasize when developing a plan for our clients.  Whether you are trying to prepare for retirement, or you are already retired, you owe it to yourself to make sure you are maximizing your income without taking on unnecessary risks.  As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Cole can assure you that your best interests will always come first.

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OUR ASSOCIATES

Enjoy the fruits of your labor. Stichler Wealth Management, LLC will help plan for your retirement and excite you for what’s to come.  Meet the team that will be there along the way.

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MENU OF SERVICES

As a full service financial planning firm we can provide many solutions for our clients.  Check out our menu of services to find what you need with regards to your specific situation.

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OUR INVESTMENT PROCESS

We believe a solid investment portfolio begins with a defined process. At Stichler Wealth Management, LLC, we can tell you how and why we make our recommendations and changes.

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Below are some of the major categories that we will address with you during the planning process:

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 Planning
  • Medicare Supplement Planning
  • Investment Management
  • Risk Management
  • Estate Planning
  • Tax Friendly Investments
  • Alternative Investments
  • Retirement Income Planning
  • Education Planning
  • Our Investment Process

Thank you again for stopping by, we hope you become a regular visitor to our site.  As always, please contact our office with any questions or if you would like to setup a time to visit.

Meet Our Team

Meet Our Team

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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