Chloey Wealth

Chloey Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Chloey Wealth, Financial planner, 5550 South 59th Street Suite 26, Lincoln, NE.

At the heart of this woman-led wealth management firm is a team that blends expertise, smart strategies, and a shared passion for empowering clients to take charge of their financial futures.

You’re building a business.You’re building a life.Your financial plan should support both.Let Chloey help with your work...
04/15/2026

You’re building a business.
You’re building a life.
Your financial plan should support both.

Let Chloey help with your work/life balance (the financial kind).

Your emergency fund should cover more than just your mortgage—think of it as your rainy day fund for life’s storms. 🌦️Ma...
02/27/2026

Your emergency fund should cover more than just your mortgage—think of it as your rainy day fund for life’s storms. 🌦️

Make sure it can handle:
• Insurance deductibles
• Family emergencies
• Unexpected medical bills
• Job transitions

If it’s been over a year since you checked, now’s the time.
Security today makes confidence tomorrow!

Whether you’re saving for your child’s future or your own next chapter, we help you approach education with clarity and ...
02/24/2026

Whether you’re saving for your child’s future or your own next chapter, we help you approach education with clarity and confidence.

Strategic saving. Smart account choices. Education funded with intention. That's Chloey Wealth.

02/23/2026

The right time to hire a financial planner? It might be sooner than you think.

Retirement isn’t a finish line—it’s a beginning.After decades of saving and planning, this chapter should feel clear, co...
02/20/2026

Retirement isn’t a finish line—it’s a beginning.

After decades of saving and planning, this chapter should feel clear, confident, and entirely yours. Whether it’s more time with family, new adventures, or simply the freedom to say yes, your financial plan should support the life you’ve worked so hard to build.

At Chloey Wealth, we believe retirement planning is more than numbers on a spreadsheet. It’s clarity. It’s strategy. It’s confidence.

Read more about building a retirement plan designed around your goals in 55+ magazine. Link in our bio!

Q: How much can you contribute to a Traditional or Roth IRA in 2026?A: It depends on your age and earned income.Here’s t...
02/19/2026

Q: How much can you contribute to a Traditional or Roth IRA in 2026?

A: It depends on your age and earned income.

Here’s the breakdown (total across all IRAs combined):

✔️ Under 50: $7,500
✔️ 50 or older: $8,600

Keep in mind—your contribution may not be fully tax-deductible.

At Chloey Wealth, we help you choose the IRA strategy that aligns with your goals (and your real life).

02/17/2026

Curious why Chloey might be the right fit for you? Let Jenna Vitosh—CEO and Wealth Advisor—share why choosing Chloey could be your smartest move yet.

Your tax return isn’t just a report; it’s information for smarter planning.This week, look for one insight: How did your...
02/13/2026

Your tax return isn’t just a report; it’s information for smarter planning.

This week, look for one insight: How did your income or deductions change? Are there opportunities to save or invest differently this year?

Understanding your taxes helps you make stronger decisions across your financial life.

Sweet treats. Great wine. Even better company. 🍫🍷We were proud to sponsor the 40th Annual Chocolate Lover’s Fantasy and ...
02/12/2026

Sweet treats. Great wine. Even better company. 🍫🍷

We were proud to sponsor the 40th Annual Chocolate Lover’s Fantasy and celebrate everything that makes the Historic Haymarket so special.

Thank you to everyone who showed up, indulged a little, and supported the Haymarket. We love being part of this community.

What clients experience with Jenna Vitosh isn’t just financial advice—it’s relief, confidence, and direction.Jenna’s nea...
02/09/2026

What clients experience with Jenna Vitosh isn’t just financial advice—it’s relief, confidence, and direction.

Jenna’s nearly 20 years in the industry show up in the calm way she leads conversations, the care she brings to every plan, and the trust she builds over time. Her approach is relationship-driven, deeply personal, and designed to help you move forward feeling informed and supported.

That’s the difference experience makes.

Address

5550 South 59th Street Suite 26
Lincoln, NE
68516

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15312490170

Website

Alerts

Be the first to know and let us send you an email when Chloey Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category