Detailed planning is OUR CORE CAPABILITY

Midwest Wealth is an affiliation of independent financial advisors who believe that our clients - and our businesses - thrive when we collaborate.

Meet our Financial Team

Jim Dunkel
Jim Dunkel, CFP®
Owner, Midwest Wealth Certified Financial Planner®, RJFS
Matt Schultz
Matt Schultz
Owner, Schultz Advisors Group Financial Advisor, RJFS

Affiliated with Midwest Wealth
Sarah Dunkel
Sarah Dunkel
Owner, Midwest Wealth Financial Planner, RJFS
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midwest Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use