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.
Services to optimize investments, taxes, and financial planning to improve your financial health.
Services to create personalized strategies for managing money, pursuing goals, and improving financial confidence.
Services tailored to strategies for financial independence and a comfortable lifestyle during retirement years.
Services to distribute wealth according to your wishes, minimizing taxes and legal complexities.
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.Get in touch with Jeff
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.Get in touch with Nate
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.Get in touch with Liz
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.
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:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value