Your Business is My Business – Unlock Your Full Potential

Are you maximizing the financial opportunities within your business? Often your largest asset, your business deserves the same level of strategic planning as your daily operations. Most business owners don’t, and that’s where I come in.

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Guiding Business Owners to Financial Independence – Backed by 25+ Years of Experience

John W. Oestreich, CPFA™, CEPA™
Partner & Financial Advisor, 37 Wealth

With 25+ years of experience—from leading a $230M+ revenue operation to launching my own businesses—I know the pressures and opportunities business owners face.

What Sets Me Apart?

Executive-Level Strategy – Leadership in high-stakes business environments.
Solutions-Oriented Approach – Proactive, resource-driven planning.
Relentless Pursuit of Excellence – "Never Settle" is my mantra.
Passionate About Business – I partner with you for real success.

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Tailored Business Financial Strategies That Work for You

Business Retirement Planning

Business Value Estimation

Business Value Maximization

Business Exit Planning

Business Cash & Asset Management

Mergers & Acquisitions – Liquidity, Funding, Lending

Business Insurance & Risk Management

High-Net-Worth Services – Estate, Philanthropy, Tax Planning

Private Trust Services – Trust Administration & Settlement

Who I Serve – Specializing in Underserved Industries

A Personal Connection to the Trades & Construction Industry

I have a deep-rooted connection to the trades and construction industry—it's where I started, and it's where I continue to focus my work today. My first job was as a laborer for a General Contractor, doing hands-on tasks that gave me a sense of accomplishment at the end of each day. My father built his entire career in the trades, shaping my respect and understanding of the industry from a young age. Today, a large percentage of my business clients come from the trades, construction, and complementary fields.

My Hero - My Inspiration

I’ve chosen to specialize in these underserved markets — industries that are crucial to society but often lack proper financial guidance. I feel that for the hard-working men and women who create and build, they should also receive the same high-level, well-structured financial solutions as any other industry. My personal experience, industry knowledge, and passion for service drive me to provide strategic financial counsel tailored to business owners in these fields.

Strategic Financial Planning for High-Impact Industries

I specialize in providing financial strategies for industries often overlooked by traditional financial planning. My expertise is particularly valuable for:

Skilled Trades & Manufacturing
Specialized Construction Services
Engineering, Architecture & Design

More Than Just a Financial Advisor – A Partner in Your Success

Experience from Every Angle - Corporate leadership, entrepreneurship, and financial expertise.
Customized, Goal-Based Strategies - No cookie-cutter solutions.
Results That Impact Your Bottom Line.

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LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL
Financial.

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Your business deserves a Financial Strategy that works for you.

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Business Planning for Underserved Industries