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Wealth Management Midwest

Wealth Management Midwest


*Finance & Insurance Financial & Investment Services


Wealth Management Midwest was started in 1988 with the goal of providing clients with objective financial services and advice along with a superior commitment to prompt, courteous, comprehensive customer support.

From the moment you walk through our doors, we think of you as part of our family, and we make it our business to get to know you, your hopes for the future and how we can make it happen.

Who you are is about so much more than the money you've made - you have loved ones to care for, a future you're looking forward to and exciting milestones ahead. While you've done well for yourself, your financial complexities have grown and so has the need to partner with someone who just gets it. 

Instead of telling you what to do with your money, we believe in becoming a valued and supportive part of your life. In our commitment to you, we vow to do what we believe is in your best interest, always. By putting your faith in us, we repay you with advice drawn from decades of experience and our passion for helping others realize, plan for and pursue their goals.

Securities offered through LPL Financial, Member FINRA/SIPC

Additional Info

Business Hours : M-F 8AM - 4:30PM


David Purdy
Financial Advisor

Chad Olson
Financial Advisor

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