Troester, Chad A Agt

W.I.T. Capital Management, led by Scott Sladovnik, focuses on providing tailored financial solutions that address the unique goals and dreams of each client. Their offerings include financial planning, portfolio guidance, estate strategies, and business succession planning, all designed with a commitment to client success at the forefront. The firm emphasizes the significance of relationships and trust in measuring net worth, setting itself apart with a client-centric approach. By prioritizing individual needs, W.I.T. Capital Management aims to be a valuable asset in the journey toward achieving financial aspirations. Generated from the website

When I look at the work I've been doing now for 22 years, it has the following flavors... It is all about problem solving. "How would you like to pay off all of your debt, including your mortgage, in less than three years?" We invite you to participate in our cash flow analysis... we usually find $1500/month more disposable income without putting you on a restrictive budget. We invite you to refinance how you pay for your lifestyle. By using safe, IRS designed tax free income assets, you increase your "get ready for retirement" efficiency by 70% ! WOW. By design or by default, your business will pass to someone else, or simply close. We invite you to walk thru a nine step process to cash out and move on. We are looking to build long term relationships. We look for individuals where we are delighted with the next opportunity to see them. We will invite them to consider the alternatives and share the most efficient ways of getting what they want. When you review the above, who would not want this? Our process is effective and contagious. We would love to meet you and take you to the next level.

Wit Capital Management is a financial management firm based in Omaha, NE, offering a range of services including financial planning, portfolio guidance, estate strategies, benefit planning, and business succession planning. With a dedicated team of professionals, they provide personalized solutions to help clients achieve their financial goals. As an authorized representative of Equitable Advisors, LLC, Wit Capital Management offers investment advisory products and services, as well as annuity and insurance products through Equitable Network, LLC. Committed to providing expert advice, they prioritize the individual needs and circumstances of their clients, ensuring they receive tailored solutions for their financial well-being.Generated from the website