"Safeguarding the money of others as if it were your own.” These words of company namesake Herman Stifel embody the tradition our firm has cultivated since 1890 and still ring true today. Our well-qualified clients lead busy lives and value the professional service of the Kletschke Wealth Management Group. We want the work we do to allow you to spend more time doing the things you most enjoy! Our goal is to give you the freedom to live life on your terms, to spend time with loved ones, and to pursue your passions and dreams.
We assist investors like you in your quest to build wealth with the ultimate goal of attaining and preserving the independence that comes with it. We’re dedicated to understanding the complexity of your goals and recognize that your questions come from an array of personal experiences. We are committed to providing clear answers to your questions in simple, easy-to-understand language. Our straight-forward approach incorporates the simplicities of Main Street with the sophistication of Wall Street surrounding your unique goals. We create personalized wealth management plans for your needs and goals. We are committed to periodically reviewing your plan with you, communicating with you on the progress, and adjusting the plan when circumstances warrant.
We understand how important your wealth is to you, which is why we are open about costs. We firmly believe that if our costs are not reasonable, you can’t pursue long-term success, and that will jeopardize our relationship. We are committed to blocking out time for you on our calendar and delivering valued service beyond the cost of your plan. We will clearly lay out the strategy for pursuing what’s important to you, how we will work toward your objectives, and what costs are involved.
We welcome all of your questions and commit to an open, straightforward dialogue with you. No matter what stage you are in your financial journey, we seek to go to extraordinary lengths to build a strong, closer relationship with you. You can expect personalized attention, access to in-house professionals, and our network of time-tested, real-world strategies.
We value your time, and as such, our investment strategies are most appropriate for clients with investable assets of $100,000 or more.