We are Invested in You and Your Family
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!
Frank Snyder's 12 Key Traits of the Financially Successful
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.
Law Enforcement Professionals
We have assisted active and retired Illinois State Police and Law Enforcement Professionals plan for their future since 2001.
Deferred Compensation Rollover
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.
Thrift Savings Plan Rollover
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.
IRA and 401(k) Rollovers
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.
Frank B. Snyder, ChFC
Investment Advisor Representative, Founder, and President
(618) 664-4613
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.
Blake Snyder
Investment Advisor Associate
(618) 664-4613
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 Snyder Borri
Investment Advisor Associate
(618) 703-1591
Brittni holds her Series 7 and Series 66 licenses. She also holds licenses in Property, Casualty, Life, and Health Insurance.
Nathan Kaegy
Commercial and Life Insurance Specialist
(618) 489-3243
Nathan specializes in commercial insurance and life insurance.
