Welcome to von Adelung Wealth Management

Retirement Planning and Wealth Management

At von Adelung Wealth Management we clarify what is truly important to you and your family. This is done with a complete financial plan with an actual checklist which takes control of your financial future. We believe you should be increasing your net-worth and eliminating your debt.

We are different from many Wealth Management firms in that we meet with our clients every quarter and do in in-depth review. We cover savings, income, debt, retirement, taxes, personal and business insurance, health insurance, social security planning and estate planning. We are here to completely service our clients, by supporting your long term wealth and retirement goals.

Fee based Advisory Firm

Choosing the right financial advisor is a major step involving tremendous trust in your advisor. Von Adelung Wealth Management is a fee-based firm which has a broad base of high net worth clients. We have been servicing many medical professionals, business owners, individuals and their families for over a decade. Our level of service which is key to our success has kept our client retention levels well above other similar firms. Does your advisor contact you every quarter

Our ability to understand and solve your unique issues coupled with excellent personal service make us an excellent choice for your retirement needs. You can add 29 years of knowledge and practical experience.

We invite you to contact us to schedule a complimentary meeting where you can help you make your financial dreams and goals. Call us at 800-506-3302 or email clalisan@fwg.com to set up an appointment.

Financial Planning

Portfolio Management More

Insurance Services

Medical Professional

401k, IRA, and 403b

Business Owners 

Individuals & Families