Balancing Your Wealth Management Needs

Wealth management is balancing all of your complex financial needs. Our desire to truly help others and a passion for solving complex problems are what drives our team. Our interests are the same as yours...to achieve success, to make a better life for yourself and your family and to help those who are less fortunate.  WealthPoint Advantage is our customized process created to provide financial clarity and organization, allowing you to focus on what's important: your family, your career and your community.

The role we play as your family's Chief Financial Officer (CFO) and our integrated approach to wealth planning needs deliver the level of proactive strategic thinking needed to help increase the predictability of achieving your goals.

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WealthPoint Advantage

Hertel & Konish Wealth Management WealthPoint Advantage provides an integrated approach to your wealth planning needs. Your strategies are built to address your family's short and long-term goals.

   

Client Education Center

We offer ongoing wealth planning and financial education to help boost financial literacy and empower family members to be good stewards of their wealth.

This month's topical reading: 

2017 Year-End Planning Checklist

   

Services for Executives and Business Owners

Our experience and knowledge can be a great resource for you as you consider your executive compensation and business transition options.

New Article:
Do you have a business exit strategy?

Click Here to request your free copy of Six Steps for Successful Business Exit Planning