Midland Wealth Management

Midland Wealth Management
101 W 1st Street, 2nd Floor
Dixon, IL 61021
M-F 8:30am-4:30pm, Sa-Su Closed

Monday: 
8:30 am – 4:30 pm
Tuesday: 
8:30 am – 4:30 pm
Wednesday: 
8:30 am – 4:30 pm
Thursday: 
8:30 am – 4:30 pm
Friday: 
8:30 am – 4:30 pm
Saturday:  Closed
Sunday:  Closed

Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth. Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them toward financial solutions specific to their needs.

Specialties

Retirement Planning
Tax Planning Collaboration
Estate Planning Collaboration
Education Planning
Investment Management
Risk Management
Financial Goals
Investment Advisor
Tax Efficient Investing
Asset Allocation
Financial Planning
and Certified Financial Planners (CFP®)
Financial Institution

Services

Financial Planning
Investment Management
Trust & Estate
Guardianship & Special Needs Trust
Brokerage Services
Business Investment Management
Business Retirement Plans