Clarity, Confidence & Trusted Advice

Erpelding Wealth Management provides best-in-class service and expertise to help your family achieve its financial goals. Our planning will provide confidence and clarity to your financial plan- during both the wealth accumulation and retirement distribution phases of life. We provide recommendations that are always in our client’s best interest and develop trusted multi-generational family relationships.

What is Your Number!?

Everyone has a number, but many people do not know what their numbers is. Do you know how much you need to retire and stay retired comfortably? Our team will collaborate with you in designing a comprehensive financial plan based on your family's specific goals. Please reference The Work We Do- Planning Services and the Retirement & Distribution Planning sections to see how our planning services can benefit you and your family.

Erpelding Wealth Management would be grateful to serve as your trusted wealth management team.

Meet the Team