Wealth Management

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.

🌊🚣‍♀️ Another year, another adventure on the rapids! Always a memorable way to step away from the office. 💦
09/17/2025

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

Wishing everyone a Happy 4th of July! Our office will be closed Friday, July 4th. We hope you have a fun day of celebrat...
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! 🎆

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

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

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

Happy Labor Day! 🎉A big thank you to our incredible team for all the hard work you put in every day. You make everything...
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!

🍋 Support Our Young Entrepreneurs! 🍋Join us at River Point Square (3rd St & Norfolk Ave) from 11:00 AM - 1:30 PM for del...
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! ☀

🌊🚣‍♂️ Taking teamwork to new waters! 🚣‍♀️🌊The Wealth Management team traded desks for paddles and took on the rapids tog...
07/19/2024

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

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

07/15/2024

🍋 Don't miss out on the sweetest summer adventure! 🍋

Parents, this is your final week to sign up your 1st-6th graders for Lemonade Camp! 🎉 It's going to be a day filled with fun, learning, creativity, and lots of lemony goodness! 🍋🎨

📅Camp Date/Time: Tuesday, August 6th | 9 AM – 2 PM
📍 Location: McMill CPAs & Advisors
📅Deadline to Register: Sunday, July 21st

Hurry and secure your spot today! Visit www.mcmill.info/lemonade-camp-2024 to register!

Excited to welcome Tyler LeClair to the Wealth Management team! 🌟 We are so grateful to have Tyler interning with us and...
06/11/2024

Excited to welcome Tyler LeClair to the Wealth Management team! 🌟 We are so grateful to have Tyler interning with us and can’t wait to see everything he will accomplish! 👏

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

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