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1981 Midway Road Suite C Menasha, WI 54952 Phone: 920-202-3765  Fax: 920-731-5220   Derick@wealthabundance.com

"Working to Solve the Problems the Financial Community Creates"

  

 

 

 
Welcome to WealthAbundance Wealth Management LLC- an independent money management firm serving individuals and prestigious businesses in the state of Wisconsin.
  
 
 

  

 

Let us Help you Build Your Plan

  Investment Planning

  • IRA’s

  • IRA Rollovers

  • 401(k) rollovers

  • Asset building strategies

  • Income Planning

  • Financial Planning

Business Planning

  • 401(k)’s

  • Business Continuation Planning

  • Investment Strategies

Free Publications-

Download your 30 minute Retirement Plan Now!

The 30-Minute Investment Plan

-How to Avoid the Seven Deadly Investor Traps that destroy your wealth

 

 

 

                 

                             

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Full-scale institutional investment management, to serve corporate and public retirement plans, utilizing Nobel Prize Winning Free Market Hypothesis Theory

 

Did You Know?

If you are the trustee of your company’s 401(k) then you are probably considered a fiduciary under ERISA. Under ERISA, fiduciaries must:

• Act solely in the interest of and for the exclusive purpose of benefiting, the plan participants and beneficiaries;

• Act with care, skill, prudence, and diligence of a prudent person acting in a like capacity;

• Diversify the plan’s investments to protect it from the risk of substantial loss;

• Act in accordance with the provisions of the plan documents to the extent the documents comply with ERISA;

• Refrain from engaging in prohibited transactions.

Call us today for a
”FREE”Market Fiduciary Review –
a $2500 Value.

Call us Today for a 401(k) cost analysis- Why your advisor may not want you to see this!!

As experienced fiduciaries, we know what to look for in your plan documents. Call today at 920-202-3765.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 ways to get started today!