Midwest Wealth Management

Elevate your financial future with Midwest Wealth Management

Wealth management services are crucial for individuals and families seeking to optimize their financial well-being. These services provide expert guidance on investment strategies, retirement planning, estate management, and tax optimization. They help you build and preserve wealth, pursue your financial goals, and secure a comfortable retirement. Our wealth managers at Midwest Wealth Management offer personalized solutions, ensuring your financial strategies align with your objectives.

Wealth Management Services

Midwest Wealth Management was founded by Jeffry Phillips, CFP^® with the goal of delivering exceptional financial guidance and personalized service in order to help you mitigate taxes, build and preserve your wealth, and leave a meaningful legacy to your loved ones or favorite charities.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Meet our team

Jeffry Phillips, CFP®, LPL Registered Principal

Jeffry Phillips is the founder of Midwest Wealth Management. He is responsible for the overall leadership, vision and development of the firm. With more than 30 years of experience in the financial services industry, he leads the team in all aspects of financial planning and investment management.

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Nathanial Phillips, CFP®, Financial Advisor

Nate Phillips is a CERTIFIED FINANCIAL PLANNER® professional and financial advisor with Midwest Wealth Management, focused primarily on helping clients pursue both short and long-term financial goals.

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Elizabeth Vetick, Client Services Associate

Liz Vetick handles the administrative responsibilities at Midwest Wealth Management. Working with our clients firsthand, her main goal is to ensure that they feel they are always receiving remarkable service at the highest level of professionalism.

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Visit the Midwest Wealth Management website

Midwest Wealth Management was founded with the goal of delivering exceptional financial guidance and personalized service in order to help clients mitigate taxes, build and preserve their wealth, and leave a meaningful legacy to their loved ones or meaningful charities.

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Disclosures

Midwest Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This created an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website 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.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Midwest Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Midwest Bank and may also be employees of Midwest Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Midwest Bank. Securities and insurance offered through LPL or its affiliates are: