Miceli Financial Services, Inc.

HistoryMidwest Wealth Management was founded by four successful investment professionals, who wanted to provide their clients the maximum depth and breadth of their varied areas of expertise and background. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That's where our firm comes in. Our clients, who are successful professionals, business owners, and retirees, have unique needs and goals. By taking a team approach, each client receives individualized attention from professionals to generate a well-conceived financial plan that stresses long-term, value oriented investing. Whether you have significant assets to manage - or if you are just starting to accumulate wealth - we have the tools and background to provide the services that may fit your needs. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals.SpecialtiesMidwest Wealth Management works diligently with you, to simplify financial planning, retirement planning and investing so you can enjoy life and live confidently. We specialize in the following financial services: Retirement Planning, Traditional IRA's, Roth IRA's, Small Business Retirement Plans, Estate Planning, Wealth Transfer Strategies, Common Stock, Mutual Funds, Brokerage Accounts, College Planning, Fixed Annuity, Variable Annuity, Real Estate Investments, Alternative Investments, Life Insurance, Profit Sharing Plan, Long-Term-Care Insurance, Disability Income Insurance and Wealth Management.

To help our clients work toward their financial goals, we practice the asset allocation concepts of diversification and use of the five major asset classes to bring that diversification and non-correlation into our client’s investment portfolios. We also believe that products offering guarantees especially in volatile climates can be integrated into portfolios in order to manage risk. The portfolios may include other assets outside of LPL Financial through direct business approved by LPL Financial.

Our role goes far beyond wealth and portfolio management. We are coaches and consultants who are invested in your future. We take the role of advisor very seriously and it’s our desire to serve you in all your financial endeavors, while building a life long relationship.