Welcome
Our Philosophy
We help individuals and families pursue their goals by providing investment and insurance services that are consistent with their financial situation. With strategies ranging from capital preservation to wealth creation, our process is holistic with particular expertise in asset allocation and professional money management products. We pride ourselves on our reputation as a team that has integrity, trustworthiness, and professionalism. We strive to go beyond our clients' expectations by providing tailored services and concierge care.
Comprehensive Planning
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Business Planning
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Education Planning
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Fixed Income Services
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Sustainable Investing
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Information & insight
Visualize your future [VIDEO]
A volatile year with a silver lining
When would it be ok to start cutting rates, and by how much?
Recapping November’s key market events

- Doepel & Wikstrom Wealth Management of Raymond James
- 127 Aurora Ave Naperville, IL 60540
- T: 630.579.3807
- F: 877.594.3913
- Map & Directions
- Map & Directions
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