Stichler Wealth Management, LLC

Stichler Wealth Management, LLC Please visit our website at www.stichlerwealthmanagement.com or give our office a call at (402) 697-5 FINRA/SIPC

Cole Stichler, President of Stichler Wealth Management, started the firm with a vision and passion for providing realistic, straight forward financial planning and wealth management advice. We strive to provide an experience that is new, enlightening, and interactive. Comprehensive Financial Planning is the goal for the advisors of our firm to provide to our clients. Below are some of the major ca

tegories that we will address with you during the planning process:

•Retirement Planning
•Investment Management
•Risk Management
•Estate Planning
•Tax Friendly Investments
•Alternative Investments
•Retirement Income Planning
•Our Investment Process

One main difference you will learn when working with our firm is our "Investment Process" and philosophy. We differentiate ourselves by adding alternative investments to our portfolios. The goal by adding these investments is to reduce the volatility, provide non-correlation to the publicly traded markets, and the potential for predictable income. These can be a way to diversify and complement the rest of your portfolio. Contact our office if you would like to discuss these type of investments in more detail. Thank you again for visiting us, we hope you become a regular visitor to our page. As always, please contact our office with any questions and/or if you would like to setup a time to visit. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisory Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stichler Wealth Management are separate entities. This communication is strictly intended for individuals residing in the states of NE, IA, SD, CA, and NV to conduct securities business, and if applicable, as an investment advisor. No offers may be made or accepted from any resident outside the specific states referenced.

01/10/2026

A look at the new retirement contribution limits from the IRS.

03/12/2023

Cole Stichler, CFP� Named to Cambridge Signature Club 2023 Qualified financial professionals will be honored at Cambridge's Signature Club Conference in May Cole Stichler, CFP� has been named to Cambridge's

We are excited to announce that we have merged our “tax preparation division” with Foster & Dolleck, CPA's. This new pa...
02/24/2023

We are excited to announce that we have merged our “tax preparation division” with Foster & Dolleck, CPA's.

This new partnership allows our clients to continue having their tax returns prepared through our firm while also giving Foster & Dolleck’s existing clients access to our wealth management firm as their exclusive partner.

See the link below to learn more about the team at Foster & Dolleck, CPA’s

President Damien P. Foster, CPADamien has served a large array of clients in various industries and states. Prior to Foster & Dolleck, Da

Make sure you talk to your tax advisor about this new tax credit! If you live and own property in Nebraska this is for ...
02/12/2021

Make sure you talk to your tax advisor about this new tax credit! If you live and own property in Nebraska this is for you. Approximately 6% of your property taxes that you paid in 2020 that went towards your local school district may come back to you in the form of a tax credit.

*This is not tax advice, please consult your tax advisor.

The Nebraska Department of Revenue (DOR) has created a GovDelivery subscription category called "Nebraska Income Tax Credit for School District Taxes Paid (Nebraska Property Tax Incentive Act)." Click here to learm more about this free subscription service, as well as sign up for automatic emails wh...

01/20/2021
We have a solid group of neighbors down here at Evergreen Village. We only have a 2,000 SQ space left to fill. Call ou...
12/09/2020

We have a solid group of neighbors down here at Evergreen Village. We only have a 2,000 SQ space left to fill. Call our office for a tour!

Address

11640 Arbor Street, Suite 300
Omaha, NE
68144

Telephone

+14026975652

Website

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