Vegh Wealth Management

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Cornerstone Wealth Services is a financial services firm in South Bend, Indiana that offers a wide range of services, including tax strategies, retirement planning, college savings, lifestyle considerations, kids and money, estate and legacy planning, mortgage, and insurance. The firm is committed to providing clients with the best possible financial advice and services, and takes a personalized approach to financial planning, taking the time to understand each client's individual needs and goals. Cornerstone Wealth Services is a member of the Financial Planning Association and the National Association of Personal Financial Advisors, and is also accredited by the Better Business Bureau.

KuhnDillonUmbaugh LLC is a reputable financial services firm located at 2901 Miller Drive, Suite B, Plymouth, IN 46563. The firm specializes in providing comprehensive financial planning and investment management services tailored to meet the needs of individuals and businesses. Their expertise includes portfolio management, retirement planning, and risk management. With a commitment to delivering personalized financial strategies and expert guidance, KuhnDillonUmbaugh LLC is dedicated to helping clients achieve their financial objectives with confidence and precision. For more information or to schedule a consultation, clients can contact KuhnDillonUmbaugh LLC directly at (574) 936-9910.