Modern Creek Spencer will be wrapping up the holiday season at Modern Creek Boutique tomorrow Dec. 21 from 11 AM - 2 PM. See you there! #WitekWealthManagement #FinancialPlanning #FinancialAdvisors
Witek Wealth Management
Financial Services
La Salle, IL 176 followers
Investment Management | Comprehensive Retirement Planning | Detailed Financial Planning
About us
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years 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. Our Mission At Witek Wealth Management, our mission is to have a positive impact on the lives of our clients by helping them address their financial goals. Our dedicated team provides clients with independent, objective advice that assists them in making prudent investment and financial decisions. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Witek Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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https://www.witekwealthmanagement.com/
External link for Witek Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- La Salle, IL
- Type
- Partnership
- Founded
- 1983
- Specialties
- Financial Planning, Retirement Planning, Wealth Management, and Investment Management
Locations
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Primary
613 1st Street
La Salle, IL 61301, US
Employees at Witek Wealth Management
Updates
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Stay up-to-date in an ever-changing market with our #WeeklyMarketCommentary! Read more at: https://lnkd.in/gY-TJV6H #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle
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Here's how you can build productivity by setting realistic expectations, over-delivering when possible and embracing a positive mindset. #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle
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This month we want to highlight year-end planning. Tune in tomorrow, December 17th, to 103.9 WLPO to hear an overview from our very own Spencer Luecke. She will be on shortly after the 9 o'clock hour. #WitekWealthManagement #FinancialPlanning
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Spencer will be out and ready to wrap at Modern Creek Boutique tomorrow Dec. 14th from 11 AM - 2 PM. See you there! #WitekWealthManagement #FinancialPlanning #FinancialAdvisors
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2024 was another year that continued to defy expectations. Will it last throughout 2025? #LPLResearch weighs in. #LPLOutlook #WitekWealthManagement #LaSalle #FinancialPlanning
Outlook 2025: Pragmatic Optimism
steve-witek-lpl-com.advisorstream.com
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If you're 72 or older, it might be time to take your Required Minimum Distributions (RMDs). The deadline is December 31st, but don't delay! #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle
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Stay up-to-date in an ever-changing market with our #WeeklyMarketCommentary! Read more at: https://lnkd.in/gY-TJV6H #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle
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We are thrilled and incredibly proud to announce that Spencer has officially earned her CERTIFIED FINANCIAL PLANNER® Professional Certification! Way to go Spencer! Meet Spencer: https://lnkd.in/gZ_BbCEP #WitekWealthManagement #FinancialPlanning
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While it might seem easier to avoid the topic, being honest and transparent with loved ones might actually be better for your relationships. #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle
How to Talk Money With Loved Ones This Holiday Season