About Us

Mission

The mission of Wealth Management LLC is to deliver a structured investment approach to fellow firms, along with proven tools, techniques and dedicated support, so that you can focus on your most valuable role: helping your clients achieve financial security.

History

Our CPA firm was founded in 1950 and has since grown into a thriving practice within Nebraska. In 1997 our firm saw the need to take the next step in financial planning to our clients by offering world-class solutions to our communities. Due to the demand from our clients, we saw the need to assist other firms wanting to take similar solutions to their clients - thus Wealth Management LLC was formed to do just that. Due to our location in the Midwest we are able to offer high-quality services with low overhead.

Our Principles

Our principles are the same for all of our affiliates and partners:

Focus on client-centered services rather than selling a specific product;
Establish high-quality alliances to access skills, knowledge and resources that complement your own;
Remain educated on existing and emerging financial services.

Wealth Management LLC is an affiliate to CBF Wealth Management - itself a successful Registered Investment Advisor firm founded by partners of the CPA firm Christensen Brozek Faltys PC.

Christensen Associates PC, Registered Investment Advisor, dba CBF Wealth Management, offers wealth management and investment advisory services.

About Us

Wise Words

"Write down every time you are convinced that the market is going up or down. After a few years, you will realize that your insights are worth nothing. Once you realize that, it becomes much easier to float on that ocean we call the market." Meir Statman

Website Add-on

Check out one of our Back Office Websites.

Click on the link below and then click the Wealth Management Link to see the pages that we can customize for your website.

Back Office Website Example

125 S. 4th St • PO Box 1264 · Norfolk, NE 68702 · Phone: 800-694-1160 · FAX: 402-379-3818
©Copyright 2010 Wealth Management LLC
This information is not intended for use without professional advice.

Wealth Management LLC, Retirement Plan Consultants, 401k Consultants LLC, 403b Consultants LLC, and 457 Consultants LLC (referred to as “affiliates”) are affiliated with Christensen Brozek Faltys PC, a CPA firm licensed in Nebraska. The services you may receive from affiliates are not provided by a licensed CPA firm regulated by the Nebraska Board of Public Accountancy. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing any of the services, you should ask for clarification from the individual providing such service.