Consolidated Wealth was formed from the consolidation of a financial services company, and a wealth management firm with over 40 years of combined existence.
We share an entrepreneurial spirit which we leverage for our clients by finding creative and unique solutions for whatever financial challenge or opportunity they face.
Our passion is to educate and to empower
Our commitment is to create an open and collaborative environment as we uncover the answers to your financial questions
Our promise as legal fiduciaries is to always be on your side as we craft your plan together
Our desire is to remain your trusted advisor for life
MIKE'S BIO
ALAN'S BIO
Elizabeth Keister
Office Manager
Todd Almli
Operations Manager
Carl Bardenheier
Client Service