Our team at Erpelding Wealth Management is dedicated to providing clarity, confidence and trusted advice to families and businesses. Our unique approach to wealth management provides a broader perspective by connecting all aspects of your finances with what you want out of life. Whether it’s creating your own paycheck in retirement with your hard earned wealth, exploring succession plans for your business, estate planning to preserve your family’s legacy or any area of your unique financial planning, our team of experts is ready to be there for you. We will always provide advice, recommendations and solutions that are in your best interest as we deeply value the development of trusted multi-generational relationships.
WE CONNECT YOUR MONEY TO WHAT YOU WANT OUT OF LIFE, SO YOU AND YOUR FAMILY CAN ENJOY IT TODAY AND FOR GENERATIONS TO COME.
01 DISCOVERY
Understanding your unique complexities and vision.
02 COLLABORATIVE RESULTS
Work with you and your financial partners on defining your comprehensive plan.
03 ASSURANCE
Sustained, yet flexible management. As your life changes, your plans need to change.
04 STRATEGIC ACTIVATION
Looking beyond your portfolio with our thorough implementation and results-driven focus.
OUR TEAM IS AWARD-WINNING
Michael Erpelding has been recognized by Forbes as a best-in-state wealth advisor and top financial security professional. He was also recognized by Barron’s and the Financial Times as one of the top financial advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Barron’s “Top 1,200 Financial Advisors” list (March 2024). Based upon data as of 9/30/2023.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Barron’s “Top 1,200 Financial Advisors” list (March 2022, 2023). Based upon data as of 9/30/2021, 9/30/2022.
The Financial Times “top financial advisers” list (April 2020). Produced annually by ignites research, on behalf of the Financial Times. Data as of 6/30/2019.
The Financial Times “401 Top Retirement Advisers” list, (October 2020). Listing is produced annually by the Financial Times.
Forbes Top Financial Security Professionals list (July 2023, July 2022). Research and ranking provided by Shook Research. Based upon data as of 12/31 of the previous year.
Forbes "Best-in-State Wealth Advisors" list (April 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2022.
Contact us today to learn more and schedule an introductory meeting. Erpelding Wealth Management would be grateful to serve as your trusted wealth management team.
CONTACT US