At Prokopec Wealth Management, we work hard to offer our clients impeccable service. Working with us, we believe our clients benefit from:

Our Independence

As an independent firm, we are not tied to a single product, nor do we have any conflicts of interest. We are committed to offering unbiased and objective recommendations and strategies aligned with your unique needs and specific goals.

Timely and Frequent Communication

Whether you are sophisticated about money and investments or are a financial novice, we want you to feel comfortable, heard, and well-informed. We provide our clients regular updates on their strategies, we encourage questions, and we are happy to meet or schedule a phone chat to address your concerns. Beyond ongoing communication related to your financial strategies, we also host an annual client event dedicated to having fun and enjoying each other’s company.

Advanced Research

We understand that many of our clients don’t have the time to stay up-to-date on the latest market changes or investment opportunities. We do the work for them, using LPL Financial Research, which provides us with research and advice regarding investment vehicles, strategic asset allocation, and more.

Holistic Process

In order to provide customized strategies for our clients, we utilize a holistic approach that incorporates all elements of one’s financial situation, including where they are today and where they want to be in the future. Once their strategies are implemented, we monitor on a continuous basis and make adjustments as needed.

User-Friendly Technology

Using WealthVision^SM, powered by eMoney, a comprehensive and flexible web-based financial planning software, we piece together all of the information you share with us into one plan of action that considers the implications of your financial decisions on your cash flow, liquidity, taxes, protection planning needs, and estate plan. With WealthVision^SM, you can always know exactly where you stand. You receive your own secure, personal financial website, which allows you to see all of your critical financial information in real time, from any device and at any time of day.