Our Wealth Management plans are designed to help you reach your financial goals.
Allow us to take the mystery out of preparing for today and tomorrow!
No matter where you are on your investment journey, our team can help you navigate your financial future. With years of experience in Wealth Management, we can help you take the next steps towards financial freedom. We are committed to ensuring that you have the tools, resources, and education that you need to achieve your financial goals.
You can rely on us, whether you are planning to rollover your 401(k), developing a college savings plan for your children, or wanting to build and preserve your retirement income we are on your side!
– Warren Buffett
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your needs, wants, and long-term goals.
Working Together to Help You Grow the Life You Want
Your financial situation is unique and deserves an equally unique approach. To be successful, we focus on you by tailoring our professional recommendations to your personal situation – your needs and wants, goals and dreams, and your risk tolerance.
Do not wait to start investing. The longer you invest, the more potential your money has to grow!
Discipline is the Foundation for Success
Our Wealth Management team sifts through thousands of investment options to build a portfolio of ETFs, No Load Mutual Funds, Interval Funds, Stocks, and Closed End Funds that provide you with the best returns based on your risk tolerance.
Once the portfolio is selected and built, we monitor your holdings and make adjustments based on the current market conditions. By teaming up with us, we can do what is in your best interest and stay on top of the ever-changing market conditions.
As Fiduciaries, We Act in Your Best Interest
Our fiduciary responsibility to you simply means that we are legally bound to act in your best interest, and we must place your interests above our own. We exercise a duty of care and loyalty to you concerning every decision we make in managing your money and in the advice we provide to you. We must avoid any conflicts of interest, and we strive to trade securities efficiently and at a low cost. Learn more about our Code of Ethics, here.
Frank believes that anyone can be financially successful if they do the right things during their lifetime, and, overtime, he has witnessed similarities amongst those who are experiencing financial freedom. Overtime, Frank has created a guide - 12 Key Traits of the Financially Successful - to help share the knowledge of the financially successful in the hope that you can also attain financial freedom.
We have assisted active and retired Illinois State Police and Law Enforcement Professionals plan for their future since 2001.
We understand the State of Illinois Deferred Compensation Program and can help answer your questions and identify your choices. We can rollover your Deferred Compensation Plan tax-free into an actively managed account.
Should your thrift savings plan be rolled over? Frank Snyder Wealth Management uses an active approach to managing your investments, and we can help make tax free thrift plan rollovers easy.
If you have recently retired or changed jobs, rolling over all or part of your funds may be a good option to diversify your portfolio. We can make tax-free rollovers easy.
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Finding the Balance
Investment Advisor Representative, Founder, and President
(618) 664-1458 ext. 1006
With over thirty-two years of experience, Frank's passion is Wealth Management. He specializes in advisor directed and managed investment accounts, retirement plans, and other business services.
Investment Advisor Associate
Blake holds his Series 66 and Series 7 securities licenses. Blake, alongside Frank, works with portfolio construction, trading, and setting up and servicing clients accounts.
Brittni holds her Series 7 and Series 66 licenses. She also holds licenses in Property, Casualty, Life, and Health Insurance.
Commercial and Life Insurance Specialist
(618) 664-1458 ext. 1008
Nathan specializes in commercial insurance and life insurance.
Director of Client Operations