What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Wealth Management

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United States
Norfolk, NE
Wealth Management

Wealth Management Nebraska LLC is a Registered Investment Advisor, helping CPA and fee-based firms grow their financial advisory services.

Our CPA firm was founded in 1950 and has since grown into a thriving practice within Nebraska. In 1997 our firm saw the need to take the next step in financial planning to our clients by offering world-class solutions to our communities. Due to the demand from our clients, we saw the need to assist other firms wanting to take similar solutions to their clients - thus Wealth Management was formed t

o do just that. Due to our location in the Midwest we are able to offer high-quality services with low overhead. CPA and fee-based firms are partnering with Wealth Management because we share the same investment philosophy and because we help firms focus on what we do best -- serve clients as a trusted partner in planning for their financial future.

08/04/2026

🍋Stop by River Point Square (3rd St & Norfolk Ave) between 11:00 AM and 1:30 PM and support the amazing kids from Lemonade Camp as they put their entrepreneurial skills to work!

All proceeds will be donated to the Norfolk Kiwanis Group, helping support programs that benefit children and our community.

We hope to see you there!🍋

09/17/2025

🌊🚣‍♀️ Another year, another adventure on the rapids! Always a memorable way to step away from the office. 💦

07/04/2025

Wishing everyone a Happy 4th of July! Our office will be closed Friday, July 4th.

We hope you have a fun day of celebration! 🎆

01/01/2025

Happy New Year! We will be closed all day today, January 1st, 2025. We hope your 2025 brings you many great memories and blessings.🎉

12/25/2024

Merry Christmas from our Family to Yours! We will be closed all day today, December 25th. Have a safe and blessed holiday filled with joy!🎅

12/03/2024

Shout out to all of our amazing team members that generously donated items for kids at the Faith Regional Child Advocacy Center! 🧸🪀

09/02/2024

Happy Labor Day! 🎉

A big thank you to our incredible team for all the hard work you put in every day. You make everything we do possible!

Please note that our office is closed today.

08/13/2024

🎉🍋 Lemonade Stand Success! 🍋🎉

Thanks to everyone who stopped by, supported us, and enjoyed our drinks. A special shoutout to our young entrepreneurs and volunteers for their awesome work!

08/06/2024

🍋 Support Our Young Entrepreneurs! 🍋

Join us at River Point Square (3rd St & Norfolk Ave) from 11:00 AM - 1:30 PM for delicious lemonade served by our ambitious campers! They’re spending the day learning entrepreneurial skills and are raising funds for a Little Free Library.📚 We’d love for you to stop out to support and enjoy a glass of lemonade! ☀

07/19/2024

🌊🚣‍♂️ Taking teamwork to new waters! 🚣‍♀️🌊

The Wealth Management team traded desks for paddles and took on the rapids together! 🌊💪

Address

125 South 4th Street
Norfolk, NE
68702

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18887334916

Website

http://www.wealthmanagement.info/

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Featured

Edward Jones-Financial Advisor: Quin Windesha
434 W Norfolk Avenue

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