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8025 Eiger Drive Suite 100 Lincoln, NE 68516

402-484-7538
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Unveiling The Path To Financial Clarity

Unveiling The Path To Financial Clarity

We are driven by a deep desire to be there for individuals who are ready to uncover the truth about their financial situation and embark on a transformative journey towards financial empowerment.

As Genuine & Thoughtful As You Would Hope

As Genuine & Thoughtful As You Would Hope

37 Wealth has a strong foundation built over 40 years, reflecting our growth and evolving industry. Our name signifies our Midwestern roots and commitment to honesty, hard work, and family values. We simplify complex financial matters, educate clients on the "why," and strive to make implementation seamless and painless.

Our Clients

We are proud to serve a variety of clients and cater to their unique needs, regardless of their specific financial picture.

Pre-Retirees

Pre-Retirees

We can help you navigate the complexities of retirement planning, optimize your savings, and create a tailored financial roadmap that addresses your specific goals, income needs, and risk tolerance.

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Retirees

Retirees

We specialize in managing and optimizing your retirement assets to ensure that you can live the kind of life you want in your retirement.

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Business Owners & Entrepreneurs

Business Owners & Entrepreneurs

We understand the unique challenges and complexities that come with managing business finances. By allowing us to handle your finances as a business owner, you can focus on growing your business while we provide expert guidance and strategies to ensure the financial success and stability of your enterprise.

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Individuals & Families

Individuals & Families

You can benefit from our expertise in creating personalized financial plans, navigating market fluctuations, and providing ongoing guidance to help you achieve your financial goals and secure a prosperous future.

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When you have a question, we have an answer. Our services are geared towards helping you make your financial journey as smooth as it can be.

Portfolio Management

With our comprehensive understanding of financial goals, risk tolerance, and market dynamics, we offer tailored advice and strategies, taking into account tax implications, diversification, and long-term growth potential, to manage your portfolio effectively, providing peace of mind and allowing you to focus on what truly matters to you.

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Retirement Strategies

We offer personalized guidance and extensive knowledge of the ever-changing retirement landscape, allowing us to develop a tailored retirement strategy that considers factors like desired lifestyle, income sources, healthcare costs, and market fluctuations, ensuring a comfortable retirement and the achievement of your financial goals.

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Estate Strategies

We can ensure that your estate planning is tailored to your unique circumstances, protecting your loved ones, preserving your wealth, and minimizing tax implications to carry out your wishes and leave a lasting legacy.

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Social Security Strategies

Our team's expertise and up-to-date knowledge of rules and regulations allow us to guide you in making informed decisions, analyzing your unique circumstances to determine the most advantageous claiming strategy tailored to your income, life expectancy, and retirement goals.

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Our Three Step Process

STEP

1

Assess Mutual Fit

We begin by understanding your financial needs, goals, and values to ensure a strong partnership.

STEP

2

Strategize Individual Options

We will leverage our expertise to develop customized strategies that align with your unique circumstances and aspirations.

STEP

3

Implement Customized Plan

We then work closely with you to execute the agreed-upon strategies and monitor their progress, ensuring your financial success.

The Power Of Communication

Our practice stands out not because of any one specific thing, but because of how we deliver our services and the reputation we've built. We believe that being unique in the financial advice industry doesn't necessarily guarantee success. Instead, what sets us apart is our commitment to honest communication and our ability to adapt to the constant changes in our industry. We firmly believe that unfiltered honesty is a key advantage for any successful business, benefiting each client and potential client individually.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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